Individual Charter - Window of Opportunity Form

The deadline to complete this form is 29 August 2022

The below application form is for those applying for Associate (ACSI) membership and registering their interest for the Individual Charter Window of Opportunity.

Please complete the below form so that we can begin processing your application.

Please tick which membership level you are applying for 

Select a choice

Personal Details

Please use format: DD/MM/YYYY

Please include country and area code

Your correspondence to be delivered to: *

Would you be interested in joining any of the following free Professional Forums?

Work Details

Please include country and area code


Obtaining a pass in the CISI's IntegrityMatters is a requirement for Associate membership. For more information please go to:
Please choose one of the following:


To qualify for Associate (ACSI) membership applicants must hold a minimum CISI Level 3, 4 or 5 qualification, or an equivalent non CISI qualification.

Here is a list of accepted external qualifications for ACSI membership.

Please upload accompanying documents here

This field is required

Disciplinary History

I have been convicted of a criminal offence: *

Please note that you do not need to disclose protected convictions that are filtered from a standard and enhanced Disclosure and Barring Service (DBS) check.
I have entered an Individual Voluntary Agreement (IVA) or equivalent agreement with my creditors or have been adjudged bankrupt or insolvent or compounded with my creditors.*

I have been subject to disciplinary proceedings by the FCA, other regulator or any professional body within the past five years: *

I have been subject to a disciplinary investigation by my firm that has led to disciplinary action being taken against me: *

CPD Confirmation


Level of MembershipLevel of Qualification Window of Opportunity
No. of CPD years required*
Associate Level 3 (CISI and non-CISI) or Level 4/5 (Non-CISI)Three years
Associate Level 4/5 (CISI)Two years

*This must be logged in the consecutive years immediately preceding your CISI membership upgrade.

Please note you will be required to apply for Chartered Membership by 29 August 2025 once you have completed the above CPD requirements.


Please read the below declaration. Once you have read it, please confirm your acceptance by writing your name in the appropriate section.

  1. On applying to become a member of the Chartered Institute for Securities & Investment I agree to abide by the Royal Charter, Byelaws, Regulations, and to uphold its high standards as published in its Code of Conduct. Any breach of the Regulations may give rise to disciplinary procedures and termination of my membership.
  2. I am aware that CPD is mandatory for CISI members and agree to undertake CPD on an annual basis meeting the CISI CPD requirements to maintain my membership. I understand non-compliance of the CISI CPD requirements can lead to my membership being suspended.
  3. If not already achieved, I agree to pass IntegrityMatters to activate my membership. I understand that if not completed within 3 months of joining the CISI my membership will be suspended.
  4. I know of no reason why I should not become a member.


The cost of the different grades of membership is shown below. The membership fee is payable on a pro-rata basis at any stage of the year and is due annually on 1 April.

MCSI - £159.75
(+ £55 joining fee)
Your membership will run until 31 March 2022
ACSI / Affiliates - £109.50
(+ £33 joining fee)
Your membership will run until 31 March 2022



Who will pay for your membership subscription? *

Please contact:*

by telephone/email* to make a payment on my behalf.

*If you have selected via email you will receive a payment link from to complete

Fields marked * must be completed