Executive Membership of The Financial Services Forum is available only to senior management, usually of Director status, within financial services companies. The individual will usually oversee marketing strategy, have control of a marketing budget and leadership of a marketing department.
Associate Membership of The Financial Services Forum is available only to individuals within financial services companies, usually of managerial status. The manager will usually be responsible for the implementation of marketing strategy, have control of a budget and be looking for career progression within financial services.
Practitioner Membership is available to agencies and consultancies from across all marketing and communications disciplines. Practitioner Membership allows the organisation to name two Practitioner Members.
Online Membership is available to any individual interested in financial services marketing.
All events (excluding the Annual Members’ Dinner & Awards) are free for our Members to attend – assuming the event is open to their particular level of membership.
From time-to-time, The Financial Services Forum will offer delegate places at a one-off delegate fee. However, restrictions will apply to the number of places made available to non-Members, and restrictions may apply to the seniority of delegates and their organisation type.
We do not charge for event cancellations. However, we do request that all attendees inform us as soon as possible should they no longer be able to attend an event.
Guests and Alternates
We appreciate that Executive Members will be unable to attend all our scheduled events or may feel a colleague is better placed to take advantage of a particular topic. To offer some flexibility on how to use membership, there are membership packages that allow Executive Members to send a colleague in their place, or to bring a guest. These guests or alternates must be named Members.
Both Corporate Membership and Team Membership Packages allow the Executive Member to send their named Associate Members as an alternate in their place, or to join them at the event as their guest.
Some events are restricted to Executive Members only. No guests or alternates are allowed to attend these events without agreement from The Financial Services Forum.
All guests or alternates must be a senior representative, who will be able to contribute to the debate and engage with other Members.
All guests or alternates must be Associate Members. If the Executive Member has already named their allocation of Associate Members, they do have the option to add additional Associate Members during their subscription year, at additional cost. The Financial Services Forum does not offer a discount per part-year.
The total number of guest or alternate places is restricted to each Executive Member to 30 per annum.
Associate Membership does not offer the option to send alternates, or bring guests, to events.
Members are welcome to request additional guest places. However, The Financial Services Forum reserves the right to refuse attendance, depending on the event topic and venue capacity.
Each named Practitioner Member has the opportunity to send one senior replacement to each event.
The Financial Services Forum reserves the right to invite guests to the events.
Knowledge Centre Access
All Members will be provided with access to our online Knowledge Centre archive.
We request that Members do not forward this password to their colleagues. If a Member would like a colleague to research a topic on their behalf, they can access to material via their own Online Membership.
Speakers at events have given us their consent to make their presentation available via our Knowledge Centre, on the understanding that if you wish to cut and paste a slide into one of your own presentations, you always attribute them as the source.
Calendar of Events
The Financial Services Forum holds over 50 events per annum. Some events are restricted to certain types of membership level. In general, all sector-specific event, such as Asset Management and Mortgages, are restricted to Executive Members only.
All events available to Practitioner Members are open to Associate and Executive Members.
All Executive Summits are by invitation only. Executive Membership does not guarantee a place at these events.
There is an additional charge to attend The Financial Services Forum Annual Members’ Dinner and Awards. This cost is not included in the annual membership subscription fee.
Corporate and Team Membership Packages
The Financial Services Forum allows multiple memberships to be purchased at a discount via Corporate and Team Membership packages.
To be eligible, those selected for a Corporate or Team package must be from the same company (or brand) and from one location.
Only Executive Members in those package deals will receive personal email invitations to Executive-level events. Their named Associate Members will only receive personal invitations to Associate Members events.
We appreciate changes may be required during a membership year. One change to the allocation of an Associate Member will be made free of charge per annum.
For further information on the allocation of event places in Corporate and Team packages, please see “Guests and Alternates” above.
The Financial Services Forum has the option to refuse certain membership package discounts where it feels the company is trying gain an unreasonable advantage by allocating Associate Memberships to senior-level individuals.
Practitioner Members are invited to suggest webcast content, self-recorded on The Financial Services Forum’s BrightTALK channel for distribution on The Forum’s Knowledge Centre.
Webcasts will be limited to one webcast per agency per year. As with all editorial content, any material should focus on thought-leadership, rather than sales promotion. The Forum has the right to remove any material that it feels has a sales-led focus, rather than insight or thought-leadership.
The Forum allows agencies and consultants to list company information on the Consultancy Register. Sponsors and Practitioner Members are provided with an enhanced listing, showing additional contact information.
Online Members are entitled to a basic listing on the Consultancy Register for their organisation. However, each company is restricted to a maximum of one listing per category.
The Forum can ask each company listing to restrict the total word count to a maximum of 200 words.
All membership fees are invoiced annually in advance.
All Members are reminded of their expiry date six weeks in advance of their membership expiry date. An invoice is sent four weeks before the renewal date.
What personal data do we collect?
The Financial Services Forum (The Forum) is committed to respecting the personal data you supply to us. You will be asked for personal data such as your name, address, email, telephone and career biography, when you register as a Member, make an inquiry, or enter our Awards.
How do we use your personal data?
Your personal data will enable The Forum to keep you updated with relevant information which forms part of your package of membership benefits.
Where appropriate, we use your personal data:
- Updating and enhancing your records with The Financial Services Forum
- Update you on Forum events and Knowledge Centre content
- Define areas of interest to you and improve the website to meet your requirements
- to let you know about other goods and services in which you may be interested
- to inform you about changes and improvements to our website
We will not pass on your details to third-parties for any purpose.
The Forum’s communications are an integral part of keeping you informed.
Our communications with you may be via post, telephone or e-mail.
On a small number of occasions in the year, we do send partner messages via email – messages that we think might be relevant and interesting to you. Your personal data is not released to third parties when sending these email communications.
You are entitled to opt-out of receiving third-party mailings at any time by following the unsubscribe directions provided, by updating your MyForum page on the website, or by contacting The Forum team.
Collection and Access of Personal Data
The information we collect will be relevant to the purposes for which it is to be used and we will do our utmost to ensure that such data will be accurate, complete and kept up to date.
The Forum has a formal process to manage requests for access to the data we hold about you. In the first instance, please contact a member of staff to discuss and resolve any concerns you may have relating to the use/acquisition of your data.
Single Sign-On (SSO) cookie: when a user logs into the website, this identifies whether the user is authenticated and logged into the website. This is a ‘session’ cookie that expires after 12 hours.
Google Analytics: this shows web traffic analysis.
Hot Jar: this allows us to collect information about how users are navigating through and interacting with the content that’s on our website. This information will help us improve users’ web experience when navigating our website. Find out more.
The Forum has taken appropriate technical and organisational measures to ensure we have mitigated against such risks as loss or unauthorised access, destruction, use, modification or disclosure of data.
Publication of personal data
Each year, The Financial Services Forum will publish a list of the name, job title and company of each Member. Each member will be given the opportunity to be removed from the list before it is published.
Each Member is given an online account to The Forum website. This generates a user profile. Members can remove this profile at any time by contacting a Member of The Forum team.
Our website does contain links to other sites. Please be aware that The Forum is not responsible for the privacy practices of other sites. We encourage users to be aware when they leave our site to read the privacy statements of each and every web site that collects personally identifiable information. This privacy statement applies solely to information collected by our website.
Correction/Updating personal information
If a user’s personally identifiable information changes, or if a user no longer desires our service, we provide a way to correct, update or remove that user’s personal data provided to us. This can be done by emailing our membership team.
Queries and concerns
Should you have any questions or concerns about this policy or the way we operate it, please contact:
Richard Nolan, Operations Director
020 3657 9892