Fellowship Application Form

Your application for Fellowship

We believe that all members of our Institute should aspire to become Chartered Fellows: it is the highest status conferred by the Institute upon individuals who have distinguished themselves in their careers. To be elected a Fellow you must be considered by our Board of Trustees to have made a significant contribution to banking and to the objectives of the Institute.
Download the guidance notes below for additional information
Before you begin, please note that you will require to upload an electronic copy of your CV and a photograph (headshot). You will also require the contact details of a proposer and seconder to support your nomination.

If required you can save this form and complete it in stages.

By clicking on save at the bottom of a page you will be offered options including copying a link, setting up a jotform account so you can login later or providing an email address for an access link to be sent to you.

Section 1 - Contact details
Chartered Banker membership number (if known)
Title
Name

First NameSurname (Family name)
Previous Surname(s)
Date of Birth

DayMonthYear
Job Title
If retired or not currently working please note this here
Employer
If self-employed or retired please note this here
Preferred correspondence address

Street Address

Street Address Line 2

Town//CityCountry

Post Code
Telephone Number
Preferred number - landline or mobile
Email address
Preferred email for Institute correspondence

Section 2 - Qualifications and experience

Applicants for Fellowship should be experienced banking practitioners and are required to hold or attain Chartered Banker status. Nominees are expected to have made a significant contribution to the work of the Institute and the banking profession. They must also demonstrate an ongoing commitment to continuing professional development and act as a role model and mentor to others in the profession.
Please indicate how long you have worked in banking. Years worked in banking
You will require ten years' experience to be eligible for Fellowship.
If you currently hold Chartered Banker status, please note your qualification qualification name and the year completed year
If you do not hold Chartered Banker status please confirm that you wish to apply for the fast-track route to Fellowship and our Chartered Banker by Experience programme (tic tick if appropriate)
Please note that:
- By applying for the fast-track route you will be required to complete the Chartered Banker by Experience programme or an equivalent approved by the Institute's Board
- You are committing to pay the fees for the Chartered Banker by Experience programme and will be invoiced for payment before your application is assessed. Current fees can be found here
- Should your experience not match our requirements for the qualification, you will receive a reimbursement of fees. We will deduct an administrative charge to cover the cost of the pre-screening activity. The current charge can be found on the qualification page under the eligibility tab.
- Being accepted onto the Chartered Banker by Experience Programme is not a guarantee that your application for Fellowship will be approved
- Being considered for Fellowship is not a guarantee that you will be accepted onto or complete the Chartered Banker by Experience programme.
Please upload a copy of your CV

Upload a File

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If applying for the fast-track route, additional guidance will display below. Applicants should ensure their C.V. demonstrates the criteria for the Chartered Banker by Experience programme or their application may be delayed or rejected.

If you require further assistance please contact info@charteredbanker.com
Download the guidance notes below for additional information on Chartered Banker by Experience

Section 3 - Photograph and biography
Please provide a short biography of approximately 50-80 words (100 max). The box below will expand to filt your text.

If you are able, we would be grateful if you could also share a headshot photograph.

The biography and headshot may be used to introduce you if you participate in one of our Fellowship recognition events. They may also be used to support any announcements, including website, publications or social media.
Please enter your short biography below:
Please upload your photograph here (optional):

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Section 4 - A piece of contributed content
To support your Fellowship application we would like you to produce a piece of content or other contribution which could be shared with members, this might include, but is not limited to, a blog, article or video testimonial.

A blog or article could showcase your expertise in a particular area of banking or might address a current hot topic in which you have particular interest or experience.

By video testimonial we mean a piece on why you value your nstitute qualifications and/or membership and how they have contributed to your career.

If you would like to discuss an idea for a contribution or have questions about format, please email fellowship@charteredbanker.com.

If submitting a written contribution, this shoud either be a Word file or a pdf. If submitting a video, we recommend that you record the video on a smartphone or other mobile device to obtain the best quality but you could also use a computer/laptop.
Download the guidance notes below for additional information on recording and submitting your video statement
Please upload written content here.

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If you decide to contribute a video, this should be emailed to fellowship@charteredbanker.com at the same time you submit your application. If you have any problems with the file size then you might wish to use a free file transfer service like https://wetransfer.com/

Section 5 - Declaration to be completed by applicant
1. I give consent for the information submitted in this form to be used to process my application for Fellowship and to determine whether I meet the Institute's criteria for Fellowship. Please follow this link if you would like to view our privacy policy.
2. I consent for my Fellowship application, supporting documentation and video statement to be shared with the Institute's mentor, who is a Fellow of the Institute and not necessarily an employee. I also consent for this material to be shared with the Instiute's Nominations Committee and Board of Trustees.
3. If elected, I agree to be bound by the published Rules and Regulations of the Chartered Banker Institute, including the Code of Professional Conduct.
4. Please answer Yes or No to the following questions. If the answer is Yes in any case, please explain the circumstances in the comments section below. Failure to answer the questions honestly and disclose any relevant information may result in the withdrawal of any Fellowship awarded.
Have you ever been served or threatened with a bankruptcy petition or equivalent or been involved in any situation involving non-payment of your creditors?
Have you ever been convicted of any criminal offence (spent convictions need not be mentioned)?
Have you ever been disqualified from being a Director in the UK or elsewhere?
Have you ever been dismissed from any employment for gross misconduct or for any act or omission involving dishonesty?
Have you ever been in any way disciplined, fined, publicly criticised or restricted in your actions by a court, regulator, official or professional body, including the Chartered Banker Institute, in respect of your professional or business activities?
Have you ever been investigated about allegations of misconduct or malpractice in connection with your professional activities which resulted in a formal complaint being proved but no disciplinary order being made?
Have you ever been refused entry to or excluded from membership of any profession, vocation or other business activities?
Are you currently undergoing any investigation or disciplinary procedures conducted by an employer, regulator, professional body or similar? If yes, please provide details.
Are you aware of any personal or professional actions or conduct which, if this became public knowledge, could bring the Institute into disrepute? If yes, please provide details.
If you answered yes to any of the questions in the declaration above, please use this space to explain the circumstances.

Section 6 - Personal statements

Please complete the personal statements below. The boxes will expand to fit your response. You are not required to submit a specific number of words. However, we may request additional information if you fail to cover the points requested and this will delay consideration of your nomination.
Applicants are expected to demonstrate an ongoing commitment to professionalism via participation in CPD. Please indicate the ways in which you currently fulfil this requirement and encourage others to do so (with specific reference to the Institute) and would continue to do so if elected to Fellowship
Applicants are expected to act as role models and mentors for others in the profession, and to promote the Institute in particular. Please indicate the ways in which you currently fulfil this requirement and would do so if elected to Fellowship
Please state in what way(s) you have acted, and will continue to act, as an active champion and ambassador for the Institute if elected to Fellowship.

Section 7 - Proposer and seconder

Please provide the contact details for a proposer and seconder to support your application. These should be individuals who could provide confirmation of your significant contribution to banking and to the objectives of the Institute. They might be existing Fellows of the Institute or individuals who have known the applicant in a business or education capacity. This could include appropriate representatives of financial services organisations or a current/former employer. The proposer and seconder must have known the applicant in a business or education capacity for a minimum of two years. Please note that we will contact all proposers and seconders. Sponsors must be easily searchable online to enable us to confirm their name and role.
Proposer

First NameLast Name
Job title
Employer
How long have you known the nominee? Years
Please provide contact details (ideally work email and phone number) for your proposer. We will thank your proposer for their support and will ask for some additional information.
Email
example@example.com
Phone Number
Seconder

First NameLast Name
Job title
Employer
How long have you known the nominee? Years
Please provide contact details (email or phone number) for your seconder. We will thank your seconder for their support and may ask for some additional information.
Email
example@example.com
Phone Number

Section 8 - Signature
I give consent for the information on this form, my CV and video statement to be used to consider me for Fellowship of the Chartered Banker Institute and, if the application is approved, I will be happy to accept the appointment and to pay the standard annual subscription for Fellows.

Further details regarding these payments will be sent to you at a later date. See www.charteredbanker.com/membership for the relevant subscription rate.

I give consent for my short biography and photograph (if supplied) to be used in any listing of new Fellows and in relation to any recognition event I participate in.

If applying for the fast-track route I acknowledge that I am also applying for the Chartered Banker by Experience qualification and am willing to pay the appropriate fees. I understand that acceptance on the programme is not a guarantee that my application for Fellowship will be approved. I also understand that consideration for Fellowship is not a guarantee that I will be accepted for or complete the Chartered Banker by experience qualification.

The information I have provided is true to the best of my knowledge and belief.
Name*

First NameLast Name
To help us track the effectiveness of our communications, please indicate below where you heard about the Fellowship recruitment campaign e.g. LinkedIn, Facebook, Institute newsletter, colleague etc.
Source of information about Fellowship recruitment*
Special offer - Liftetime Membership. To mark our 150th anniversary, we're offering a one-off opportunity. Fellows appointed this year can apply to become lifetime members for a one-time fee of £2,025. Please let us know below if you would be interested in applying. Learn more about this offer.
If successful in becoming a Fellow, would you also be interested in applying for Lifetime Membership?*

Yes, I would be interested in Lifetime MembershipNo, I am not interested in Lifetime Membership
Signature*
Click here to download the Institute's Rules and Regulations

Click here to view the Institute's terms and conditions

Click here to view the Institute's privacy policy

Once you have completed the form please click the submit button below. You will receive an email confirmation of your application.
Should be Empty:

Your application for Fellowship

Section 1 - Contact details

Section 2 - Qualifications and experience

Section 3 - Photograph and biography

Section 4 - A piece of contributed content

Section 5 - Declaration to be completed by applicant

Section 6 - Personal statements

Section 7 - Proposer and seconder

Section 8 - Signature