Business representative transfer form

Transferring business membership to a new representative
To transfer your ACT business representative membership to a new individual within your organisation, simply complete the form below and submit it. We will be in contact with you regarding the appropriate pro-rata subscription fee where applicable.

Please note: this form is for those who wish to transfer their business representative membership within their company. Please contact membership@treasurers.org if you wish to move your business membership to a new company.

Business membership organisation *

Name of the existing representative being replaced *

Personal Details for new representative

Title *

First name(s) *

Family name *

Date of birth (DD/MM/YYYY) *

Email *

Business Details

Job Title

Employer Address

Postcode

Country

Tick here if you do not wish to be included in the directory

Online Members Directory

One of your benefits as a member of the ACT is access to and inclusion in the online Member's directory. Directory records include, as standard, your name, designatory letters and your current employment details. You can also choose to add in your personal contact details should you wish.

Tick here to include the following home contact details:

Mobile

Home telephone

Home email

Declaration
I apply for membership of the ACT. I confirm that I have read and agree to comply with the ACT’s regulations, CPD Policy and Ethical Code. I confirm that I have not been convicted of an offence involving dishonesty or breach of the Companies Acts, Financial Services Acts, Financial Services and Markets Act or similar or replacement statutes or had an adverse finding made against me by a professional body or by an official regulatory authority. If this confirmation cannot be given, please give details in a separate confidential letter addressed to the Director of Membership and Governance, ACT, 69 Leadenhall Street, London, EC3A 2BG. *

Data protection
All or part of the information provided by you will be used in accordance with our Privacy Policy for administration of your membership, to keep you up to date with ACT activities as well as for entries in the ACT Directory. The ACT will also, where requested, provide information about the progress of your studies and your membership status to your employer. You can edit your contact preferences at any time by clicking on your username at the top of our website.
ACT's privacy policy.

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Business representative transfer form