Member Application Form

Hello, We are excited to get to know you. Please complete this form and we will be in touch.

Application Type*

Student Candidate Professional membership Tax Practitioner

Name*

Surname*

Mobile Phone*

Email*

ID Type*

ID / Passport number*

Member Application Form

Hello, We are excited to get to know you. Please complete this form and we will be in touch.

Basic Information

Title*

Race*

Gender*

Address Information

Street 1*

Street 2*

Country*

State/Province*

ZIP/Postal Code*

Suburb/Town*

City*

Membership Details

Type of Membership*

Which of the following best describes your main reason for joining FPI?*

Are you Debarred?*

Yes No

Are you Employed in Financial Services?*

Yes No

Disability Information

Disability Status*

Disclaimer: We use your postal code and country temporarily to provide address suggestions only - no personal location data is collected, stored, or retained in compliance with POPIA.

Educational Qualification Details

Are you still studying?*

Yes No

What are you studying?*

Name of University/Institute

Qualification Type

Graduation Date (Tentative)

What is your Highest Qualification?

Upload Proof of Registration*

Drag and Drop or Click to upload

Supported Format: PDF. Max Size: 6MB

Upload ID Copy*

Drag and Drop or Click to upload

Supported Format: PDF. Max Size: 6MB

RPL Details

Have you been approved for the RPL Pathway?*

Yes No

Upload Certificate/Proof of Registration*

Drag and Drop or Click to upload

Supported Format: PDF. Max Size: 6MB

Upload ID Copy*

Drag and Drop or Click to upload

Supported Format: PDF. Max Size: 6MB

Certified ID Copy*

Drag and Drop or Click to upload

Supported Format: PDF. Max Size: 6MB

Employment Details

Upload CV*

Drag and Drop or Click to upload

Supported Format: PDF. Max Size: 6MB

Are you currently employed?*

Yes No

Current Employer*

Position held*

Were you a member of any Recognized Controlling Body (RCB) before?*

Yes No

Select Previous RCB*

Previous RCB Membership ID*

Upload Letter of Good Standing from Previous RCB*

Drag and Drop or Click to upload

Supported Format: PDF. Max Size: 6MB

Upload Readiness Program Certificate (if applicable)

Drag and Drop or Click to upload

Supported Format: PDF. Max Size: 6MB

Commencement date in the financial services industry*

Date of exit from the financial services industry

Reference Details

Reference Contact Name*

Reference Contact Number*

Declaration Form

1. a) I confirm that I am not debarred by the FSCA and/or that my FSP licence had not been suspended or .*

Yes No

2. b) I confirm that in the past five years I have not been found guilty of providing improper advice or been removed from a related profession by a �controlling body� or dismissed for serious misconduct.*

Yes No

3. c) I confirm that in the past five years I have not been found guilty of theft, fraud, forgery, using a forged document, lying under oath, an offence under the Combatting of Corrupt Activities Act 2004, or any offence involving dishonesty, financial or regulatory misconduct.*

Yes No

4. d) I confirm that in the past five years I have not been convicted of a serious tax offence and that, during the past twelve months, I have been tax-compliant for more than six months.*

Yes No

5. e) I confirm that I am solvent and that I do not have any unfulfilled civil judgement pertaining to unpaid monies against me.*

Yes No

6. f) I confirm that I have not been removed by a competent authority from a relationship of trust such as a director, member, trustee, executor, or curator.*

Yes No

7. g) I confirm that there are no potential or ongoing awkward actions or proceedings against me which, if it is published, may pose a reputational or other risk to me or FPI.*

Yes No

Member Application Form

Hello, We are excited to get to know you. Please complete this form and we will be in touch.

Basic Information

Title*

Race*

Language*

Gender*

Job Title*

Primary Personal Email Address * ⓘ

Please enter a personal email address that you'll always have access to, rather than your work email. This ensures access to your account even if you change employers in the future.

Work Email Address*

Telephone Number*

Membership Details

Type of Membership*

Which of the following best describes your main reason for joining FPI?*

Are you Employed in Financial Services?*

Yes No

Are you Debarred?*

Yes No

Upload ID Document*

Drag and Drop or Click to upload

Supported Format: PDF. Max Size: 6MB

Disability Information

Disability Status*

Sight*

Hearing*

Speech*

Walking*

Intellectual*

Emotional*

Physical Address

Street 1*

Street 2*

Country*

State/Province*

ZIP/Postal Code*

Suburb/Town*

City*

Billing Address

Same as physical address

Street 1*

Street 2*

Country*

State/Province*

ZIP/Postal Code*

Suburb/Town*

City*

Disclaimer: We use your postal code and country temporarily to provide address suggestions only - no personal location data is collected, stored, or retained in compliance with POPIA.

Declaration Form

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

Yes No

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

Yes No

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.*

Yes No

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.*

Yes No

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.*

Yes No

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.*

Yes No

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.*

Yes No

Tax Practitioner Application Form

Hello, We are excited to get to know you. Please complete this form and we will be in touch.

Tax Practitioner Details

Were you a member of any Recognized Controlling Body (RCB) before?*

Yes No

Select Previous RCB*

Previous RCB Membership ID*

Upload Letter of Good Standing from Previous RCB*

Drag and Drop or Click to upload

Supported Format: PDF. Max Size: 6MB

Upload Readiness Program Certificate (if applicable)

Drag and Drop or Click to upload

Supported Format: PDF. Max Size: 6MB

Commencement date in the financial services industry*

Date of exit from the financial services industry

Required Documents

Upload Criminal Check Document (less than 3 months from date of issue)*

Drag and Drop or Click to upload

Supported Format: PDF. Max Size: 6MB

Upload Tax Compliance Status Pin (TCS Pin)*

Drag and Drop or Click to upload

Supported Format: PDF. Max Size: 6MB

Upload Academic Qualification*

Drag and Drop or Click to upload

Supported Format: PDF. Max Size: 6MB

Upload Updated CV*

Drag and Drop or Click to upload

Supported Format: PDF. Max Size: 6MB

Confirm Submission

Are you sure you want to submit your application form?

Please make sure all the information provided is correct. You won't be able to make changes after submission.

Application Unable to Proceed

Thank you for your interest in becoming an FPI Member.

Unfortunately, we are unable to proceed with your application at this time. Please reapply once your debarment has been lifted.

We look forward to welcoming you as a member in the future.