Full details of our membership categories can be found here. Experienced applicants currently giving money advice should normally apply for Associate membership. Applicants new to money advice may apply for trainee membership. Those not giving money advice but working in a related role should apply for Affiliate membership.
Applications for membership can be made online here. Your completed application will be reviewed by the IMA and an invoice will be sent for your membership fees. Your membership will commence when we receive payment of these fees.
We will send an invoice for your fees to the address you specify. Payment can be made by cheque or via bank transfer – full details on how to make a payment will be on the invoice. We do not accept credit or debit card payments.
For VAT purposes, the gross amount of the fee is divided into three equal parts. One part is VAT exempt, one part is zero-rated, and one part is inclusive of VAT at the current rate.
Around six weeks before your membership is due for renewal we will email you asking you to complete an online renewal form. Once you have completed this we will send you an invoice for your membership fees.
Please email us at firstname.lastname@example.org or call us on 0113 242 0048 to request a replacement.
Associate and Accredited members can apply to the IMA to become a DRO Approved Intermediary. The application process consists of a paper form which needs to be signed by the applicant and their manager. We will also request proof of ID and address, and will need details of your FCA permissions and professional indemnity insurance. For applicants who have not completed the Certificate in Money Advice Practice, we will also request and review a case file. See here for more details.
There is no charge for applying to become a DRO Approved Intermediary.
If you change job part way through your membership period please complete our online change of circumstances form which can be found here. We will then assess whether you remain eligible for the same category of membership.
If you have changed your name, or contact details such as telephone number, postal or email address, please email us at email@example.com or call us on 0113 242 0048.
If you have changed or left your employer, or have a new role with the same employer, please complete our online change of circumstances form which can be found here.
Unless you have reset it, your username will be your membership number (e.g. 1234), or the first part of your membership number if you have an old-style membership number ending in letters (e.g. L1234). Your password should be your date of birth in the format DDMMYYY.
If you have tried these details but cannot access the Members’ Zone, please email us at firstname.lastname@example.org or call us on 0113 242 0048 to reset your details.
No, IMA membership is personal and individual and cannot be transferred to another person.
Associate and Accredited members should be covered by the appropriate FCA permissions unless their employer is exempt. If a Trainee member is giving advice they will also need to be covered by the appropriate permissions.
We do not require Non-Practising, Retired and Affiliate members to be covered by FCA permissions as they will not be giving money advice.
For more information about FCA regulation and the required permissions click here.
If your membership is due for renewal and you do not wish to renew, please let us know us at email@example.com, or call us on 0113 242 0048.
Otherwise, you may cancel your membership at any time by notifying us via email to firstname.lastname@example.org, marked “FAO IMA Company Secretary”. Please note that we cannot refund all or part of your membership fees if you cancel your membership part way through your membership period.