Practitioner Membership
Practitioner membership of The Financial Services Forum is for directors and partners of companies within the advertising, direct marketing, digital, media planning and buying, design, branding, sponsorship, sales promotion, public relations, research and evaluation fields.
To allow greater access to membership features, each organisation is given the opportunity to name two individuals to receive Member communications and access the benefits provided.
Guests and alternates
We appreciate that each named Practitioner Member 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, each named Practitioner Member is given the opportunity to send a senior alternate to each of the Practitioner Member events.
Each named Practitioner Member also has an opportunity to invite one senior guest to each event.
All guests and alternates must be of a senior level within their organisation, and be able to contribute to the debate and engage with other Members.
Membership passwords
Each Practitioner Member is given a password to access to the online Knowledge Centre archive. We request that Practitioner Members do not forward this password to their colleagues. If Practitioner Members would like a colleague to research a topic on their behalf, The Forum can provide additional temporary passwords for their team. Please contact Richard Nolan for additional access requests.
Replacements
Changes to the two named individuals representing the agency can be made at any time. However, all replacements must be at the appropriate level within their organisation.
For replacement notifications, please email Louise Maile.
Event bookings and cancellations
All Practitioner events (excluding the Annual Members’ Dinner) are free for our Practitioner Members to attend and we do not charge for cancellations. However, we do request that all attendees inform us as soon as possible should they no longer be able to attend an event. This allows us to adjust catering arrangements.
New Business Restrictions
All the events open to Practitioner Members will include a large number of senior financial services executives. Although we appreciate that networking is a key benefit of Practitioner membership, we require that Practitioner Members limit their direct sales activity during our events – our Forums are for strategic debate, not salesmanship. If any Practitioner Member causes offence with a heavy sales approach, we reserve the right to cancel their Membership with immediate effect.