EUROSIF MEMBERSHIP APPLICATION

  1. APPLICATION FORM

Once your application has been accepted, the Eurosif Board will approve your membership
Organisation / Company:
Main contact person (first name and surname):
Position:
Email address: / Telephone:
Alternate contact person (first name and surname):
Position:
Email address: / Telephone:
Postal address:
City: / Postal Code:
Country: / Fax:
Website:
Nature and purpose of organisation/company and brief description of your interest in SRI (a more detailed description and your logo will be requested pending receipt of your application):
Name of Local SIF your organisation belongs to*:
Organisation Type (Financial Institution (A), SRI Service Provider (B), Not-for-profit, other. (C)):
Fee category (A, B or C*): / Application Fee (see page 2):
If different from above, please fill in the following:
Invoice contact person (first name and surname):
Position:
Email address:
Telephone: / Fax:
Postal address:
City: / Postal Code:
Country: / VAT No:
I have read and hereby accept Terms and Conditions set out in the membership application form,
including the renewal policy.
Name:
Signature: / Date:

* If your organisation is eligible under more than one category, then the highest membership fee applies.

Please return the duly signed and completed application to Eurosif’s Headquartersat
Eurosif, Rue du Progrès 331, B-1030 Brussels, Belgium

or email to. Thank you.

  1. MEMBERSHIP FEES

Eurosif member affiliates, classified as Financial Institutions (A and A*), SRI Service Providers (B) or Not-for-profits organisations (C) are normally required to be members of a national Sustainable Investment Forum (SIF) before joining Eurosif. The fees below apply only to Eurosif Membership.

Organisation Type / Annual Membership Fee
A / Financial Institutions / 6,000 €
A* / Financial Institutions with assets under or equal to €20 billion / 3,000 €
B / SRI Service Providers / 3,000 €
C / Not-for-profits (NGOs, Trade Unions, other) / 1,000 €

Where there is no local SIF present in a domestic market, the following fees will apply:

Organisation Type / Annual Membership Fee
A / Financial Institutions / 9,000 €
A* / Financial Institutions with assets under or equal to €20 billion / 4,500 €
B / SRI Service Providers / 4,500 €
C / Not-for-profits (NGOs, Trade Unions, etc) / 1,500 €

Note: If your organisation is eligible under more than one category, then the highest membership fee applies.

  1. TERMS AND CONDITIONS
  1. Eurosif Member Affiliates are required to be members of a local Sustainable Investment Forum (SIF) before joining Eurosif[1].
  2. In joining Eurosif, Member Affiliates subscribe to the following Statement of Principles:
  3. Agree to support the work of and to disseminate information about Eurosif and the work of its members.
  4. Assist, either individually or with other Eurosif members, in improving understanding of Sustainable and Responsible Investment (SRI) and in supporting the theory and practice of SRI, including the integration of environmental, social and corporate governance (ESG) issues into business and investment practices.
  5. Use membership to develop relationships with colleagues and clients,applyhonest and thorough methods of research and evaluation, respect relevant laws and professional regulations and commit to continual improvement.
  6. Affiliate Membership of Eurosif is not intended to endorse an individual member or organisation's business, qualifications, values or practices. Eurosif assumes no legal or financial responsibility for the practices of the organisations listed as members.
  7. Member Affiliates’ names and addresses may occasionally be given to other bodies interested in SRI. Please advise Eurosif if you do not wish your details to be issued.
  8. If your organisation is eligible under more than one category, then the highest membership fee applies.
  9. Affiliate Membership is only effective after:
  10. The dues have been collected for the relevant year, and
  11. The Board of Directors has approved the initial membership application.
  12. Eurosif will refund your Membership fee, in full, if your application is rejected by our Board of Directors.However, once the Affiliate Membership is effective, Affiliate Membership fees will not be refunded.
  13. Affiliate Membership is valid for one calendar year.
  14. Eurosif Member Affiliates who do not wish to renew their membership the following calendar year must give Eurosif notice of at least 2.5 months before the end of the current calendar year, i.e. by October 15th.

ANNEX I

Become a Eurosif Member Affiliate now and support the development of the European SRI industry as well as your pan-European SRI business by joining with others in the leading pan-European sustainable investment membership association.

EUROSIF’S MISSION

Eurosif’s Mission is to develop sustainability through European financial markets. It is a not-for-profit sustainable investment membership association whose Member Affiliates manage assets totalling around €1 trillion.

Eurosif was founded in 2001 and works in partnership with EU national SIFs and its Member Affiliates. The eight national SIF members of Eurosif are based in France, Germany, Italy, The Netherlands, the UK, Belgium, Spain and Sweden. Eurosif’s Member Affiliates include institutional investors, financial services providers, academic institutes and NGOs. Eurosif speaks authoritatively and broadly on SRI (Sustainable and Responsible Investment) issues. The main activities of Eurosif are public policy, research and supporting platforms for nurturing best practices regarding SRI.

[1] To the extent that a SIF exists in the country of domiciliation of your organisation.