Level 6 Pension Transfers (PETR) registration form

Your Details
LIBF Number (if known)
LIBF Number
Title
Name*

First NameMiddle NameLast Name
Previous Name
Please tell us any previous name you have used that would help us link this application to any other records we may hold for you
Date of Birth*

DayMonthYear
*A date of birth is compulsory to activate your online account.
Gender*

MaleFemaleOther (e.g. Non- Binary)Prefer not to say

Registration Details
Registration

To register for PETR, students must already hold the DipFA or equivalent Level 4 qualification as deemed appropriate by the FCA for the provision of Financial Advice.

The cost of PETR is £540
I have completed:*

the DipFA (no additional evidence required)an equivalent Level 4 qualification
Upload document

Equivalent Level 4 Qualification or Statement of professional standing
Cancelof

We will email a copy to the email address you provide. By requesting an invoice, you are agreeing to pay this invoice within 30 working days of receipt.
Please enter the details of the invoice recipient.

to myselfdifferent details to those entered above
Employer/business name (if applicable)
Name of Person Invoice needs to addressed too

First NameLast Name
Email for Invoice to be sent
example@example.com
Invoice Reference (Optional)
Purchase order number, cost centre number. This will appear on your invoice.
Address For Invoice if different from your preferred address

Building name/number/street name

Address line 2

Town/CityCounty/State/Province

Post Code/CityCountry

Declaration
Your personal data

We will use and protect your personal data in accordance with current data protection legislation to process your application. Further details, including your rights, the disclosure of data to third parties, storage, retention and how to amend your personal data, can be found within our Privacy Notice.

Terms & Conditions

Please read the Terms and Conditions in full for our Corporate and Professional Qualifications
Declaration - you must agree and accept the below to continue:

By registering you declare that the information you have entered is true and accurate, consent to the processing and use of your personal data as outlined in the Privacy Notice.By registering with us you accept our terms and conditions.
Where did you hear about us?
Should be Empty: