1. I Agree to the FPI Member Handbook (as amended)*

2. I adhere to the FPI Code of Ethics and Practise Standards incorporating the FPI rules of Professional Conduct.*

3. I am solvent, not debarred by the FSCA, and, in the past five years, I have not been removed from a related profession by a controlling body or been dismissed for serious misconduct.*

4. In the past five years, I have not been found guilty of theft, fraud, forgery, uttering a forged document, perjury, an offence under the Combatting of Corrupt Activities Act 2004, or any other offence involving dishonesty, financial or regulatory misconduct or of providing improper advice for which I was penalised or imprisoned.*

5. In the past five years, I have not been convicted of a serious tax offence and, during the past twelve months, have been tax-compliant for more than six months.*

6. My personal data may be processed as described in the FPI Member Handbook. FPI will not sell or unlawfully benefit from my personal information.*

7. The FPI Education and Training Trust supports development of financial planning professionals and research into financial planning. I may contribute financially and potentially benefit from it.*