Registration Form | Financial Vulnerability Taskforce

Financial Vulnerability Taskforce Registration

To register your support for this initiative, access a digital logo, consumer guide and supporting documentation, please complete the form below. Whilst this is a voluntary Charter, please ensure you are fully aware and comply with any requirements placed upon you by your firm.

Forname/s

Surname

Firm Name

Firm Address

Sector

Financial advice and planning

Accountancy

Legal

Other

Please specify

FCA firm reference number (if applicable)

Please let us have any comments on issues, concerns and challenges you see in respect of how your firm approaches the issue of client vulnerability. We will use this valuable information to guide the work we do.

Declarations

1. I am registering support for this initiative and in doing so commit to adopting the 9 points of the Charter. If I am registering on behalf of a firm, I will ensure that all employees are made aware of the firm’s commitment to the 9 pledges within the Charter. *

2. The Financial Vulnerability Taskforce will ensure that your personal data is processed in line with Data Protection legislation. To register my support for this initiative I consent to the Financial Vulnerability Taskforce processing my data. *

3. In order to keep you informed in a timely and cost-effective manner, the Financial Vulnerability Taskforce uses email as a principal method of communication. The Financial Vulnerability Taskforce will use your support of the Taskforce for marketing purposes. I consent to receiving communications relating to my support of the Financial Vulnerability Taskforce by email. *