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Set up a business account with the PFS

Together: the professional advantage

A business account helps Employers support their staff. The account allows for all staff orders to be invoiced to the business directly*, saving time and enabling you to keep track of staff activity.

It’s straightforward and free to set up a business account. When you do, you’ll also benefit from:​

  • A dedicated account manager from our Corporate Development Team to help your business achieve your learning, compliance and development goals and they will keep you informed of all the latest initiatives from The Chartered Insurance Group. ​
  • Access to a specialist customer service team that will be able to help with processing orders and any business-related questions such as invoice queries, order updates, membership renewals and exam sittings.
  • Reporting functionalities on Membership, SPS, Active Exam vouchers/results and Learning Statements**.

New customers

To set up an account with PFS/CII, please download and complete our Account Set-Up Form (DOCX) », and our Goods and Services Agreement template (PDF) »

Existing corporate customers

Visit our Corporate ordering section to access our bulk order form »

Please save your completed form and email to: b2bsupport@cii.co.uk

Once submitted, you should hear from us within 5 working days. If you have any queries regarding your account, please contact the Corporate Customer Service team by email at corporate.enquiries@cii.co.uk or by phone on +44 (0)20 8530 0865.

 

*Please note that orders can only be submitted by an authorised purchaser.

**Only available for members who have selected to share details with their employer​.