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: 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. 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 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 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.
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