CIOT Practicemark Application Form Firms 50% Principals CTA's

CIOT Practicemark Application

Firms please complete this form to apply to use the CTA Practicemark
A firm where
- at least 50% of the Principals (who provide tax compliance and/or tax consultancy services) are Members of the Institute or
- at least 50% of the Voting rights (the rights of Principals to vote at a meeting of Principals in a Firm and does not refer to the voting rights of shareholders at a meeting of members of the company) are held by Members of the Institute
can apply to use the Institute’s Practicemark and use the designation Chartered Tax Advisers to promote their firm. Members in this category pay an annual fee for use of the Practicemark and designation.

Eligibility is however contingent upon all Principals that are members continuing compliance with the professional and ethical standards required of CTAs and you must all be up to date with your subscription payments, Annual Returns, AML Supervision and other membership obligations.
Membership number of the nominated member making the application and to whom we will address all correspondence:
Six digits e.g. 234567
Name of the company/firm applying to use the Practicemark:
Company Registered Number
Registered Address of the company/firm

Street Address

Address Line 2

CityCounty

Post Code
Name of the nominated member

First NameLast Name
Email of the nominated member
Please confirm your eligibility:
Please provide full names and membership numbers, where appropriate, for all other Principals providing tax services (please click save after each one)
Use of the Practicemark
1. Do you have a website that the Practicemark will be displayed on?
If yes, please provide the website URL
Please list all other Professional stationery and promotional material that you intend to use the Practicemark on:

Other
Declaration and Payment
As the Nominated member and duly authorised agent of the Principals who are engaged in Public practice, I hereby undertake to:

1. ensure that the Firm will comply with the Professional Rules and Practice Guidelines of the Institute; and where there is a complaint against the Firm in respect of its activities as Chartered Tax Advisers, the complaint shall be against the Principals of the Firm who are Chartered Tax Advisers in their capacity as representatives of the Firm and the Institute shall refer such a complaint to the Taxation Disciplinary Board (TDB). In any such case the findings of the TDB shall be binding on the Principals who are Chartered Tax Adviser members in the Firm.

2. ensure that all the Principals who are CTAs will comply with CIOT’s professional rules and ethical standards; and that the Principals who are CTAs will stay up to date with their subscription payments and other membership obligations, particularly, timely submission of their Annual Return.

3. Pay to the Institute the annual fee to use the Practicemark.
Please confirm the number of Principals in the firm and fee due:
The £250 subscription fee should be paid via bank transfer before submitting this form, using the following bank details:

CIOT bank account
Sort code: 40-03-17 | Account number: 01049550

When making the bank transfer, use 'CIOT badge' and your membership number as your only reference.
Can you confirm that you have paid the £250 fee via bank transfer?
The £500 annual fee should be paid via bank transfer before submitting this form, using the following bank details:

CIOT bank account
Sort code: 40-03-17 | Account number: 01049550

When making the bank transfer, use 'CIOT badge' and your membership number as your only reference.
Can you confirm that you have paid the £500 fee via bank transfer?
I undertake to notify the Institute forthwith if an event occurs upon which the permission to use the Practicemark changes or lapses.
Please verify that you are human
Should be Empty:

CIOT Practicemark Application

Use of the Practicemark

Declaration and Payment