How to Join

To apply to be considered for membership, select the category of membership, complete the application form, ping it back to us and our Development Director will contact you to finalise the arrangements and provide a signature copy of the application for our records. In the case of applicants for membership of SIFA Professional, we will conduct due diligence to ensure applicants' suitability for inclusion in the Law Society endorsed SIFA Directory. SIFA reserves the right to decline applications without giving any reason.

Please complete the application form below. Select the category of membership, and complete the appropriate sections for that membership category. In the case of applicants for membership of SIFA Professional, we will conduct due diligence to ensure applicants' suitability for inclusion in the Law Society endorsed SIFA Directory. SIFA reserves the right to decline applications without giving any reason. For details of the benefits attaching to each category of membership, please click on the link below to view our member benefits document for either SIFA Support Services or SIFA Professional.

CLICK HERE to download Member Benefits Brochure 

Membership Application

Firm Designations

Company PII

Existing Group Member?

Membership category

If your application does not include SIFA Professional services, please go to Terms of Application section below.

SIFA Professional Services

Please complete the details for each adviser to be listed in the Directory:

Adviser 1 / Main Contact

Adviser 2

Adviser 3

Adviser 4

Adviser 5

Adviser 6

The firm's specialisations for listing on the Directory:

NB: Boxes may only be ticked where a listed adviser possesses appropriate specialist skills or qualifications

(Tick all boxes that apply)

Terms of Application

Confirmation of eligibility

The firm applying for membership has confirmed that it provides only independent financial advice and in the case of SIFA Professional member firms that the information it will provide as to qualifications and accreditations for inclusion in the SIFA Directory are currently valid.

Data protection

By providing contact data to SIFA the applicant firm consents to being contacted by SIFA and to SIFA holding and retaining such data for a reasonable period of time and using such data for the administration of its services, conducting research and analysis and for legal and regulatory purposes sharing such data with other members of the SimplyBiz Group and its business partners.

Disclaimer

SIFA will use its best endeavours to ensure the accuracy of information and advice provided to firms subscribing to its compliance and other services and cannot be held responsible for the consequences of firms relying on such information and advice except in the case of gross negligence. Firms must decide for themselves whether to rely on such information and advice. In any event, any liability will be limited to a sum equivalent to the amount paid in membership fees over the previous 12 months.

Confidentiality

SIFA will keep confidential and will not disclose to any person outside the SimplyBiz Group any information obtained in the course of providing its contracted services, including but not limited to compliance reports and business logs, and whether relating  to clients of firms subscribing to such services or otherwise, except insofar as such information may be required by a Court of law or regulatory authority or may be required by Anti-Money Laundering regulations for the time being in force.

Notice period

SIFA membership is for successive periods of 12 months and is terminable by one month’s notice expiring on any anniversary of the commencement of membership.

What happens next?

Following receipt of your application for SIFA membership, we will process your application in accordance with our due diligence procedures. Upon acceptance, we will send you a Membership Agreement, which we request that you sign and return to us, together with the direct debit mandate form. Only once we have received these signed documents back can we complete the application process and commence your membership. Please send to : SIFA Limited, Adelphi Court, 1-3 East Street, Epsom, Surrey, KT17 1BB.

   
 

Becoming Directly Authorised for the first time

If you are not already directly regulated we will guide you step by step throughout the FCA's authorisation process, ensuring your application is of the highest standard and we'll act as a liaison between you and the FCA to ensure your application is processed as efficiently as possible.