IAB

  • IAB New Member Application Form

  • How we use your data.

    We process your information in line with our Privacy Notice. This explains what we collect, why we use it, including administering your membership and CPD requirements, and who we share it with. Find out more: https://www.iab.org.uk/privacy-policy/

    You must complete all sections to avoid delaying your application. If you have any questions about your application you can email membership@iab.org.uk

    You can save your progress at any time. Please ensure that you keep the link that is generated safe, so you can resume from where you got up to.

    To ensure that you don't lose any data you have inputted, we recommend you save your data occasionally.

    • Personal Details 
    • Date of Birth*
       / /
      2 digit day, 2 digit month, 4 digit year

    • Please enter your home address below

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    • Have you been resident overseas in the last 5 years?*
    • Please upload your professional qualifications 
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    • Your Employment 
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    • For the next question the following should help you choose the correct response:

      If you are an employee of a bookkeeping/accountancy practice, but do not own the practice yourself choose “Employed within the accountancy and bookkeeping sector”

      If you are an employee of business and conduct either bookkeeping, accountancy or non-bookkeeping and accountancy work choose “Employed within the accountancy and bookkeeping sector”

      If you own your own practice that offers bookkeeping/accountancy services, choose  “Self-employed public practice offering accountancy and bookkeeping services”

      If you own your own business that does not offer bookkeeping/accountancy services, choose  “Self-employed not offering accountancy and bookkeeping services”

    • AML Supervision Expiry Date*
       - -
      2 digit day, 2 digit month, 4 digit year
    • Today
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      2 digit day, 2 digit month, 4 digit year
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    • You do not require AML supervision of your own for the work that you complete as a sub-contractor of an accountant client, providing the following conditions are met and the accountant is supervised:

      •   you do not do business directly with the supervised accountancy service providers’ own customers
      •   you’re included in the supervised accountancy service providers’ anti money laundering controls and procedures, suspicious activity reporting, and training programmes

      you have a written contract with the accountant confirming that every aspect of the relationship between you meets all anti money laundering requirements

    • Are you a member of any other professional membership body?*
    • CPD 

    • It is an annual mandatory requirement for you to record details of your CPD and submit upon next year's renewal of your membership. Acquiring CPD points is something we probably all do without knowing it and by going about your daily business as a finance professional, many of your activities will contribute to your CPD.

      The IAB facilitate CPD opportunities through multiple platforms such as: Coffee Mornings, participation in Ambassador groups, online courses, webinars and seminars, provision of regulated qualifications, and much more. Our new CPD partner also offers more CPD opportunities.

      To help you log this, we've set up a CPD tracking account for you with our CPD partner, Accounting CPD. You can access it directly from the members area, no separate login needed. As you complete training and log CPD activity on Accounting CPD, your completed CPD details are sent back to IAB and held on our CRM, so your CPD record stays up to date within your IAB membership account too. Alternatively, you can continue to log your CPD on the spreadsheet provided in the general guidance section of the members area, where you'll also find guidance notes to assist you.


      If you choose to end your IAB membership your free membership with Accounting CPD will also be relinquished. You will need to re-engage with Accounting CPD directly if you wish to retain your account with them.

      CPD is defined as follows:

      Non-Verifiable

      Industry related subject matter which is self-certified– e.g. reading, attending conferences, seminars, webinars etc.

      Verifiable 

      Industry related subject matter which is certified – e.g. produce a certificate or evidence of completion that can be uploaded or submitted.

    • Declaration 

    • Application to become a member of the Institute of Accountants and Bookkeepers

      Pursuant to Article 36.1 of the Articles of Association of the Institute of Accountants and Bookkeepers (IAB), I apply for membership and to become a registered member of the IAB. I certify that the information on this form is correct and complete to the best of my knowledge. I confirm that if any of the details given in my application change before it is reviewed by the IAB, I shall promptly inform the IAB and update my application.

      I agree to be bound by the Articles of Association and Bye-Laws of the IAB (copies of which are available at: https://www.iab.org.uk/bye-laws-and-articles-of-association/. I understand that payment of the membership fee will be paid to the IAB by annual recurring payment, with the payment (inclusive of the administration fee) taken on receipt of my application. In the event that my application is not approved, I will only receive a refund of the membership fee. I understand if I wish to resign my membership I must give formal notice to the IAB in writing, either by email to membership@iab.org.uk or post to the registered office address of the IAB. I understand that the IAB does not offer pro rata refunds if my membership in cancelled part way through any year.

      Subject to the approval of my application by the IAB and the entering of my name in the Register of Members, in accordance with the Articles of Association, I undertake to contribute a sum not exceeding £1 towards payment of the debts and liabilities of the IAB if it is wound up during my membership or within one year of me ceasing to be a member.

      I agree that the information provided by me in my application will be processed and stored by the IAB in accordance with the IAB’s privacy notice which provides further information on how my personal data will be processed: https://www.iab.org.uk/privacy-notice-for-professional-members/.

      I agree that if my application for membership is approved, I will receive communications from the IAB and Croner-i in relation to membership benefits and support and relevant events which may be of interest to me. I can withdraw this consent at any time by contacting the IAB in accordance with the privacy notice.

    • Consent 

    • Using your personal data

    • EMAILS - We’ll send you emails packed full of support and resources to help you boost your career. We usually send these around twice a month, or once a week if you’re studying with us.*
    • TELEPHONE CALLS - We’ll call you about any queries you send us and you may also receive an occasional phone call to check you’re happy with your services from us.*
    • TEXT MESSAGES - We’ll occasionally send you text messages to let you know about important mail that is coming your way, such as certificates.*
    • How did you hear about us?*
    • What made you decide to apply for membership with the IAB?*
    • Subscription Payment and Setup 

    • This fee will start your registration with IAB and will be put towards your final membership cost.

      If you decide not to continue with your application, you may cancel within 14 days of registration and we will provide you with a full refund.

      If your membership application is declined because we are unable to offer membership based on the qualifications you have provided, we will also provide you with a full refund.

       

    • New Membership Registration*

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        AIAB Membership

        Your initial IAB Membership Subscription

        £155.00£155.00 for each year
          
        Debit or Credit Card
      • Submit Your Registration Request 

      • DBS Notification

      • As part of the process, we will be asking for a DBS check from yourself, which must be dated within the past 6 months. Your application will not be approved until this is provided.

        This will be an annual requirement at renewal.

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      • Please be aware, each year, upon renewal of your membership, you will be required to provide proof of your CPD record for the year

      • We will review your application and then contact you via email as to your next steps.

        Please keep an eye on emails from membership@iab.org.uk, we recommend adding this email address to your contacts to help you not miss emails from us.

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