Can a partnership, where all partners hold the individual Chartered title, call themselves ‘Chartered Insurance Brokers’ or Chartered Financial Planners’?
Yes, where 100% of the partners hold the same Chartered title as the firm is to be described (e.g. all partners must hold the Chartered Financial Planner title for the firm to use the title Chartered Financial Planners), then the firm may use this description without submitting a full corporate Chartered application. We ask that firms wishing to use this description register with the CII by completion of a simple application form (ref: CCT010 – Application for use of Chartered title by 100% partnership). This does not entitle the firm to use the CII corporate Chartered marque, or to be listed on the CII Chartered Firm Directory. If a firm wishes to use these, they should apply for corporate Chartered status using the normal application form, and would be required to pay the normal application fee.
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