Aims and Steering Group
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.
Are you registering as an individual or firm?
Financial advice and planning
CII/PFS membership PIN (if applicable)
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.
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 CII/PFS will ensure that your personal data is processed in line with Data Protection legislation and the CII Data Protection and Privacy Statement (available at www.cii.co.uk/dataprotection). To register my support for this initiative I consent to the CII processing my data. *
3. Neither I nor my firm are subject to any disciplinary sanctions by the CII/PFS or any other professional and/or membership body or regulatory authority. *
4. In order to keep you informed in a timely and cost-effective manner, the PFS/Financial Vulnerability Taskforce uses email as a principal method of communication. Neither the PFS nor Financial Vulnerability Taskforce will use your support of the Financial Vulnerability Taskforce for marketing purposes. I consent to receiving communications relating to my support of the Financial Vulnerability Taskforce from either the PFS or Financial Vulnerability Taskforce by email. *