PFS simplifies Chartered status application process

Corporate Chartered changes from 2020

Hannah Godfrey
clock • 2 min read

The Personal Finance Society (PFS) has made the application for renewal process for corporate Chartered status easier

From 1 July, any firms applying for or wishing to renew their corporate Chartered status will be able to do so using a new, automated form. Unlike the previous application and renewal process, the form will automatically calculate whether a business meets the criteria for staff - for example, if more Chartered advisers are required, the automated form will flag this. The new application form asks whether the applicant is seeking Chartered status for a specific division of the company or the entire entity. It also questions what the business is doing to give back to the profession. ...

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