Membership Application Form - International Business Structuring

Membership Application Form
The International Business Structuring Association is the worldwide network for practitioners dealing with international business structuring and
regulatory compliance. The International Business Structuring Association supports companies and advisors in obtaining information and advice
worldwide to create and maintain sustainable business structures compliant with international transparency, corporate governance and social
responsibility.
IBSA members offer Advice and Services in the following areas, International Business Structure Planning, Transfer Pricing, International IP
Structuring, Family Business Structuring and Planning, Mergers, Acquisitions and Divestments, Market Exit Strategies, Corporate Migration, Special
Purpose Vehicles, Corporate Foundation and Agency Services,
1. Personal Details
Title (e.g. Mr/Mrs)*:
First Name(s)
Family Name*:
Date of Birth:
Job Title*:
Department*:
Sex:M/F
Firm Name:
Business Address*:
City/Town
County/State/Province:
Post Code
Country:
Work e-mail*
Telephone Number
Home Address (if different)
City/Town
County/State/Province:
Post Code
Country:
Home e-mail*
Preferred mailing address
Work /
Home
Preferred email
Work /
Home
2. Qualifications and Experience
Please tick the box (es) to show which qualifications you have:
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Qualified barrister
Qualified solicitor
Chartered accountant
Certified accountant
Fellow of The Institute of Legal Executives
Fellow of a Taxation Institute Fellow of a Banking Institute
Associate of a Taxation Institute
Associate of a Banking Institute
Institute of Chartered Secretaries and Administrators
Other, please specify:………………………………….
The Worldwide Network For Practitioners Dealing With International Business Structuring And Regulatory Compliance.
3. Please state the number of years of experience you have in the business structuring field:
..................... years ..................... months
4. Specialisations
Please select the specialisations that best match your current role.
Please note this information will be used in the online Search for the IBSA Member Directory and will help the
IBSA tailor its products and services to you.
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Charities – formation and administration
Company management
Compliance
Family office administration
Insurance
Investments
Mediation
Tax investigations
Corporate Tax planning
International Business Structure Planning
Transfer Pricing
International IP Structuring
Family Business Structuring and Planning
Mergers, Acquisitions and Divestments
Market Exit Strategies
Corporate Migration
Special Purpose Vehicles
Corporate Foundation and Agency Services
Other (please specify)…………………………………………………………………
5. Profession
Please select from the following; this information will be used in the online Search for the IBSA member
directory website
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Accountant
Banker
Barrister
Financial planner
Insurance advisor
Lawyer/solicitor/attorney
Legal executive
Notary
Tax advisor
Trustee/fiduciary
Trust officer
Wealth management
Other (please specify)…………………………………………………………………
The Worldwide Network For Practitioners Dealing With International Business Structuring And Regulatory Compliance.
6. Firm Type Please select one of the following, this information will be used in the Search for the IBSA
Member online directory
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Academic institution
Accountancy firm
Bank
Chambers
Charity Consultant
Corporate Agency
Family office
Financial Advisors
Insurance firm
Investment management firm
IP consultancy
Legal firm
Private bank
Lawyer/solicitor/attorney firm
Tax advisors
Other (please specify)…………………………………………………………………
7. Branch Affiliation
Please specify which branch you wish to be affiliated to:
 UK
 Other…………………………………………………
Details of branches can be found at www. istructuring.org
8. Annual Membership Subscription Payment and Application Fee (please tick the appropriate box)
 Individual Member £500/annum
 Corporate member (lead member application) £3950/annum
9. Applicant’s Declaration
I confirm that the details given in this application form are correct and that I am a fit and proper person to be admitted
as a member of The Association.
Accordingly, I hereby make application to The Association to be admitted to membership. I authorise The Association
to make such enquiries concerning this application as they deem necessary. I undertake to pay such subscriptions as
levied by The Association and I understand that my acceptance as a member is conditional on this.
Signature: …………………………………………………………………………………..…………………..……………………
Date:……………………………………………………………………………………………………….…………………………..
The Worldwide Network For Practitioners Dealing With International Business Structuring And Regulatory Compliance.
10. Data Protection
The information you provide will be used by The Association, its subsidiary companies, The IBSA branches/chapters
or approved agents for administrative and membership purposes or as required by law. We will use your information
to keep you up-to-date with news and developments in the industry, via both email and post. Our News Digest emails
provide you with an overview of current news articles and reports relevant to your practice and The IBSA website
provides news, trends and issues facing business structuring practitioners; industry debate, incisive comment and
thoughtful analysis; legislative developments and implications; technical briefings and taxation updates; book and
product reviews; and listings of Association meetings and events for The months ahead.
We do not sell lists of our members, but may pass your details on to local branches/chapters acting on The IBSA’s
behalf as well as third parties with whom The IBSA works closely. This includes overseas companies based outside
The European Union (for example, companies based in The US and Canada) to enable them to send you information
about products and services that are relevant to your membership and are approved by The IBSA.
Please note that by submitting this application form, you will be indicating your consent to receiving such messages by
email and/or post from The IBSA, local branches/chapters and other third parties approved by The IBSA. If you do not
want to receive this kind of information from The IBSA and/or third parties, please let us know by ticking the relevant
box below.
 I do not wish to receive mailings from The IBSA
 I do not wish to receive emails from The IBSA (please note that this includes all The IBSA email
newsletters).
 I do not wish to receive mailings (including emails) from third parties approved by The IBSA relating to
products and services that are relevant to my membership.
Please return this form to:
The International Business Structuring Association
102-108 Clifton Street
London
EC2A 4HW
Or email to :[email protected]
The Worldwide Network For Practitioners Dealing With International Business Structuring And Regulatory Compliance.