Event & CISI TV terms and conditions

Booking for an event constitutes acceptance of the CISI’s booking terms & conditions.

All changes and cancellations must be made via email to events@cisi.org or by telephone to +44 20 7645 0777. You can also cancel any free events you have booked onto via the My Events section in MyCISI.

There is no charge for changing the name of the attendee for an event. Any new price is reflected in payment.

CPD Seminars

Members

CPD events are free for Chartered members, FCSIs, MCSIs, ACSIs and Affiliates. Students are entitled to attend four events free per year.

If you have booked and are unable to attend please head to the My Events section in MyCISI to cancel your booking within 24 hours of an event, so that the place can be made available to another member on the waiting list. There is no charge for cancellations made up to 24 hours prior to the event.

Non-members

For non-members, cancellations received up until two days prior to the event will not incur any charge. Any cancellations received within 48 hours of the event will incur a 50% charge. No refund will be given for cancellations received on the day of the event.

Up to 48 hours prior to the event non-members may transfer to another event free of charge, subject to available places. Any price differential will be refunded or charged as relevant. Any transfers received within 48 hours of the event will incur a 50% charge.

Non-members may send a substitute to an event in their place.

The Financial Planning Conference

A full refund will be given if a cancellation is received more than one month in advance of the conference. 50% of the fee will be refunded for cancellations received up to 10 working days prior to the conference. No refund will be given within 10 working days of the conference, including for illness, unexpected life events or other personal reasons. Tickets cannot be rolled over to The Financial Planning Conference 2025 or any other CISI event.

Attendees may send a substitute to an event in their place subject to a transfer fee of £50+ VAT per booking. If the substitute is subject to a different price or, if they amend any elements of the booking including upgrades or new purchases, the differential will be charged at the point of the transfer as relevant. No refunds will be issued for any reduction in package within 10 working days of the event.

Should it be necessary to reduce numbers in the venue, delegates will be invited to attend in the order booked. From time to time it may be necessary for the CISI to reschedule or cancel a conference, in this case all attendees will be offered a free transfer to the new date, alternative conference or a full refund. Unfortunately, we won’t be able to reimburse any additional expenses including travel.

Event material, where it is available, will automatically be sent to the registered delegate.

Sponsors & Exhibitors
By registering to attend The Financial Planning Conference 2023, I acknowledge that my name, company name, firm FCA number and email address will be shared with sponsors associated with the conference so that they might follow up with me after the event.

Data protection

Any information that you provide to us will be added to our membership database and will be processed in accordance with all applicable requirements of Data Protection Legislation, as amended or updated from time to time. For the purposes of these conditions, ‘Data Protection Legislation’ refers to all relevant Data Protection laws, including but not limited to the General Data Protection Regulation (“GDPR”) and the Data Protection Act 2018 (“DPA”), and any successor legislation to the GDPR or the DPA. You can view the CISI's privacy policy here.

The Paraplanner Box Set 2023

For existing members
As existing members, delegates can book The Paraplanner Box Set 2023 for free of charge, as part of their membership. The delegate must be an active member of the CISI at the date of the event. As such, a member’s annual renewal of membership for 2023-24 must be completed by Friday 18 May 2023.

For non-members
Non-members may purchase individual episodes, or the full access pass for The Paraplanner Box Set 2023.

Cancellation, refunds and non-attendance for non-members
A full refund will be given if a cancellation is received more than one month in advance of the event. 50% of the fee will be refunded for cancellations received up to 10 working days prior to the event. No refund will be given within 10 working days of the event.

From time to time it may be necessary for the CISI to reschedule or cancel an event, in this case all attendees will be offered a free transfer to the new date, alternative conference or a full refund. We will not be able to reimburse any additional expenses incurred, for example including travel.

Sponsors & Exhibitors
By registering to attend The Paraplanner Box Set 2023, I acknowledge that my name, company name, firm FCA number and email address will be shared with sponsors associated with the conference so that they might follow up with me after the event.

Data protection

Any information that you provide to us will be added to our membership database and will be processed in accordance with all applicable requirements of Data Protection Legislation, as amended or updated from time to time. For the purposes of these conditions, ‘Data Protection Legislation’ refers to all relevant Data Protection laws, including but not limited to the General Data Protection Regulation (“GDPR”) and the Data Protection Act 2018 (“DPA”), and any successor legislation to the GDPR or the DPA. You can view the CISI's privacy policy here.

The Paraplanner Conference

For existing members
As existing members, delegates may book a discounted delegate pass to attend The Paraplanner Conference 2023. The delegate must be an active member of the CISI at the date of the event. As such, a member’s annual renewal of membership for 2023-24 must be completed by Friday 28 April 2023.

Cancellation, refunds and non-attendance
A full refund will be given if a cancellation is received more than one month in advance of the conference. 50% of the fee will be refunded for cancellations received up to 10 working days prior to the conference. No refund will be given within 10 working days of the conference.

From time to time it may be necessary for the CISI to reschedule or cancel a conference, in this case all attendees will be offered a free transfer to the new date, alternative conference or a full refund. We will not be able to reimburse any additional expenses incurred including travel.

Sponsors & Exhibitors
By registering to attend The Paraplanner Conference 2023, I acknowledge that my name, company name, firm FCA number and email address will be shared with sponsors associated with the conference so that they might follow up with me after the event.

Data protection

Any information that you provide to us will be added to our membership database and will be processed in accordance with all applicable requirements of Data Protection Legislation, as amended or updated from time to time. For the purposes of these conditions, ‘Data Protection Legislation’ refers to all relevant Data Protection laws, including but not limited to the General Data Protection Regulation (“GDPR”) and the Data Protection Act 2018 (“DPA”), and any successor legislation to the GDPR or the DPA. You can view the CISI's privacy policy here.

The Accredited Financial Planning FirmsTM Conference

A full refund will be given if a cancellation is received more than one month in advance of the conference. 50% of the fee will be refunded for cancellations received up to 10 working days prior to the conference. No refund will be given within 10 working days of the conference.

Attendees may send a substitute to an event in their place subject to a transfer fee of £50+ VAT per booking. Where there is a charge for an event, if the substitute is subject to a different price, if they amend any elements of the booking including upgrades or new purchases, the differential will be charged at the point of the transfer as relevant. No refunds will be issued for any reduction in package within 10 working days of the event. From time to time it may be necessary for the CISI to reschedule or cancel a conference, in this case all attendees will be offered a free transfer to the new date, alternative conference or a full refund. Unfortunately we won’t be able to reimburse any additional expenses including travel.

Event material, where it is available, will automatically be sent to the registered delegate.

Data protection

Any information that you provide to us will be added to our membership database and will be processed in accordance with all applicable requirements of Data Protection Legislation, as amended or updated from time to time. For the purposes of these conditions, ‘Data Protection Legislation’ refers to all relevant Data Protection laws, including but not limited to the General Data Protection Regulation (“GDPR”) and the Data Protection Act 2018 (“DPA”), and any successor legislation to the GDPR or the DPA. You can view the CISI's privacy policy here.

Courses & Workshops

A full refund will be given if a cancellation is received more than two months in advance of the event. 50% of the event fee will be refunded for cancellations received up to 10 days prior to the event. No refund will be given within 10 days of the event. Event material, where it is available, will automatically be sent to the registered delegate.

Attendees may transfer to another conference or course free of charge up to 2 days before an event, subject to available places. After that the cancellation fee above will apply. Any price differential will be refunded or charged as relevant.

Attendees may send a substitute to an event in their place. Where there is a charge for an event if the substitute is subject to a different price, the differential will be refunded or charged as relevant.

From time to time it may be necessary for the CISI to reschedule or cancel an event, in this case all attendees will be offered a free transfer to the new date, alternative course or full refund. Unfortunately we won’t be able to reimburse any additional expenses including travel.

Data protection

Any information that you provide to us will be added to our membership database and will be processed in accordance with the Data Protection Act 1998.

By submitting registration details to attend CISI Financial Planning events, delegates agree to allow the CISI and companies associated with Financial Planning events and conferences to contact them regarding their services. The contact details of registered delegates will be placed on the attendee list which will be passed to sponsoring companies and to all attendees for them to see who is at the conference for the purpose of networking.

 

Social and Networking Events

All free social and networking events can be cancelled with no charge, at least 24 hours before the event by heading to the My Events section in MyCISI. Regarding all paid events, a full refund will be given if a cancellation is received more than two months in advance of the event. 50% of the event fee will be refunded for cancellations received up to 10 days prior to the event. No refund will be given within 10 days of the event. Event material, where it is available, will automatically be sent to the registered delegate.

Attendees may transfer to another event, subject to available places and the cancellation charges outlined above. Any price differential will be refunded or charged as relevant.

Attendees may send a substitute to an event in their place. If the event is only available to members, or members of a certain level the substitute must also be a member/hold that level of membership. Where there is a charge for an event if the substitute is subject to a different price, the differential will be refunded or charged as relevant.

Professional Forums

Professional Forums are free for Chartered members, FCSIs, MCSIs, ACSIs and Affiliates. Students are entitled to attend one meeting of each of the eight forums per year.

If you have booked and are unable to attend we ask that you email events@cisi.org at least 24 hours before the event, or cancel your booking online via the My Events section in MyCISI, so that the place can be made available to another member on the waiting list. Transfers and substitutions are not usually available please email as above to discuss.

Photography, Filming and Recording at our Events

The CISI has photographs taken and has film/video and/or audio recordings made of a number of its events for use on our website, for promotional publicity and for other purposes in printed and digital media including online CPD opportunities, newsletters and publications, which may be seen throughout the world. Whilst attendees and audiences at events are not normally the focus of these photos or recordings, we reserve the right to capture both photographs and audio visual from all of our events. If you attend our events after a booking has been made for you using our standard booking conditions or you accept an invitation from us, you will be regarded as having accepted this and to have agreed that we may make use of any rights attaching to any images or recordings for the purposes set out above. Should you wish to discuss your participation at an event please contact the CPD and Networking in advance of the event via cpdevents@cisi.org or speak with the on-site event team on the day.

Where the focus of the photography or recordings is of individuals or small groups, we will always try to obtain those individuals' consent to use of their image or recordings of them. Where we have not been able to obtain consent from the individuals involved, for example, because we do not have names or contact details of the relevant individuals, we will use such images or recordings with general descriptions only (eg. pictured left to right are attendees at the CISI Annual Conference). We will not use information, such as names, unless we have obtained your written consent.

For further information please contact marketing@cisi.org

External CISI TV Providers

As part of our commitment to provide as broad content as possible CISI wishes to recommend alternative sources of online CPD to our members via CISI TV. The CISI TV External Providers Policy outlines our verification and approval process for this content.

Please note: The content on CISI TV is not recorded for the purpose of replacing professional advice and no responsibility is taken if used in this capacity.

Travel Disruption

In the event of predicted widespread travel disruption (such as tube strikes or adverse weather conditions) we will keep attendees informed of decisions regarding the cancellation/continuation of the event. When it is possible the disruption will not occur, we will reserve our decision until we have certainty of the impact. We reserve the right to continue with an event if disruption occurs, particularly if a seminar is being filmed for CISI TV. Should we continue despite travel disruption and many delegates are unable to attend they will not be charged the non-attendance fee.

Where possible, fee-based events will continue as planned and delegates should make alternative travel arrangements. If fee-based events are rescheduled, our normal Terms and Conditions will apply. Delegates will be contacted first by email when the threat arises, and again once a decision is made. The CISI CPD & Networking Team can be contacted on +44 20 7645 0652 or via email to cpdevents@cisi.org for further information.

Futureproofing Financial Services
The CISI Masterclass for Strategic Partners in Africa

Early bird discount

The early bird discount available to members and non-members expires on 10 March 2023, with payment by 30 March 2023.

Cancellation and refunds
This event is subject to a minimum level of registration bookings and availability.

We advise that flights, visa applications and other travel arrangements are not booked until your place is confirmed, the CISI is not liable for any cancellation costs associated with the cancellation of this event other than the event fee.

Your place will be confirmed after the 31 March 2023 on a first come first served basis, with payment to secure your place.

The event cost is non-negotiable and includes all the elements of the agreed programme. We may be able to accommodate additional guests to single elements of the programme for an agreed fee – this too will be subject to these terms and conditions.

A full refund will be given if a cancellation is received more than one calendar month in advance of the Masterclass. 50% of the fee will be refunded for cancellations received up to 15 working days prior to the Masterclass. No refund will be given within 15 working days of the Masterclass. You will be able to send an alternative representative in your place as long as we have notice of this at least 24 hours before the event.

From time to time it may be necessary for the CISI to reschedule or cancel events, in this case all attendees will be offered a free transfer to a new date, alternative event or a full refund. We will not be able to reimburse any additional expenses incurred, this includes travel or any other associated costs outside of our event agreement.


Hotel accommodation
The Masterclass package includes three nights stay at a central London hotel, currently this is offered at the Club Quarters but is subject to change depending on total bookings. The CISI will endeavour to offer any alternative at the same level or higher.

Rooms are offered on a single occupancy basis, you will be welcome to amend your booking on any other occupancy basis by contacting the hotel directly and paying any additional fee directly to them. The CISI are not liable for these arrangements and you will be entering a new set of terms with the hotel directly at this point.

Visas
Please note we are not able to help with your visa application, however once you have paid for your place on the Masterclass we will be able to provide a visa acceptance letter to confirm your attendance.

Insurance
We strongly recommend that you have adequate travel or business insurance to cover your stay in London. The CISI will not be able to cover any costs associated with personal insurance.

Data protection
Any information that you provide to us will be added to our membership database and will be processed in accordance with all applicable requirements of Data Protection Legislation, as amended or updated from time to time. For the purposes of these conditions, ‘Data Protection Legislation’ refers to all relevant Data Protection laws, including but not limited to the General Data Protection Regulation (“GDPR”) and the Data Protection Act 2018 (“DPA”), and any successor legislation to the GDPR or the DPA. You can view the CISI's privacy policy here.