Application form - Investment Managers

This application form is for potential Investment Manager signatories. By definition, Investment Managers are organisations that manage assets as a third-party, serving an institutional and/or retail market. Investment managers that are still raising funds, rather than actively managing assets, can sign pre-emptively as provisional signatories. Provisional signatory applicants must submit a private placement memorandum or official letter stating the assets intended to be raised in the first year of becoming a signatory.

As part of the application you will be asked to upload the signed declaration form confirming your organisation’s approval of the Principles, on your company’s letterhead, signed by your CEO (or equivalent).

Please use the link below to download the declaration form.

Download declaration form

Note: You will have to upload the signed declaration at the end.

We aim to review and process applications within four to six weeks.

The online application is best suited to be completed on computers rather than handheld devices. To download a PDF of the full application form, please click here .

The application form can be saved for later. The average time to complete the application form is approximately 15 minutes and you will require an organisational chart, showing legal entities in the group structure.

Should you have any questions, please don't hesitate to contact us on the following details.

Signatory Relations team

E: info@unpri.org

T: +44 (0) 20 3714 3141

This application form is for Investment Manager signatories (definition). Please complete the online application form with a signed declaration form (which can be found here) and organisation chart.

Organisation information

Name (as you would like it displayed on the PRI website)

Head office street address

City

Prov/state

Post/zip code

Country

2-Digit State Code

Billing address

Same as the Head office address

Organisation's invoicing name

Invoicing street address

Invoicing city

Invoicing prov/state

Invoicing post/zip code

Invoicing country

Your VAT number (required for all EU countries)

Your website

Your organisation's Twitter handle (if you have one)

Are you part of a larger organisation?

Yes

No

Click here for more information

If you are part of a larger organisation or a subsidiary please submit an organisation chart, showing legal entities in the group structure, with your application.

Submit organisation chart

ORGANISATION INFORMATION

Which of the following services do you offer?

	Please tick
Fiduciary management or other outsourced discretionary fund allocation
Fund management
Fund of funds, manager of managers, sub-advised products
Execution and advisory services
Wealth Management
Other

Other (please specify)

Services

Specialized Category

Which sub-category best describes your organisation? Please mark the appropriate box[es]

	Please tick
Fixed income
Fund of funds
Hedge fund
Impact investing
Infrastructure
Listed equities
Multi asset
Private equity
Property
Themed investing
Other
Do not want this information displayed on the PRI website

Other (please specify)

Please provide a brief description of your organisation and its primary activities.

YOUR ASSETS

Your assets

What is your organisation’s total assets under management (AUM), including the assets of all your consolidated subsidiaries? US$ billion

* Please use “.” as a decimal point, “,” will not register as a decimal point within this form

Date of AUM calculation (DD/MM/YYYY)

Please complete the following table.

Asset class (for definitions please see page 18 and 19 of Reporting Framework Organisational Overview module guidance)

	% Internally managed	% Externally managed
Listed equity
Fixed income
Private equity
Property
Infrastructure
Commodities
Hedge funds
Forestry
Farmland
Inclusive finance
Cash
Other (please specify below)
Other (please specify below)

Other (please specify the asset class)

GGG Total Assets under management, please keep below 100:

How did you hear about the PRI?

	Please tick
After direct contact with a PRI representative
From a PRI signatory
From a current or potential client
After seeing PRI in social media
After reading about PRI in financial or pensions media

At an event (please specify)

Other (please specify)

CONTACT DETAILS

1. Primary contact for PRI communications

This person will be sent all information relating to the PRI, apart from invoices [unless specified], and will be able to vote in the PRI’s Board elections. Only one vote can be cast per signatory.

As a main contact people in your own organisation will be provided with your first and last name and role in order for them to be able to request to be added for the PRI tool.

Title (Mr., Ms., etc.)

Name

Role (e.g. CEO)

Email

Phone

P.A. Email

Address same as HQ?

YesNo

Street Address

City

Province/state

Post/zip code

Country

	Invoicing	Reporting	CEO	CIO
Choose roles for the above contact

2. Invoicing

This person will be sent all signatory invoices.

Title (Mr., Ms., etc.)

Name

Role (e.g. CEO)

Email

Phone

P.A. Email

Address same as HQ?

YesNo

Street Address

City

Province/state

Post/zip code

Country

Is this contact also responsible for

Reporting

CEO

CIO

3. Primary reporting contact

This person will be sent all information relating to PRI's Reporting and Assessment process.

Title (Mr., Ms., etc.)

Name

Role (e.g. CEO)

Email

Phone

P.A. Email

Address same as HQ?

YesNo

Street Address

City

Province/state

Post/zip code

Country

Is this contact also the

CEO

CIO

4. CEO (or equivalent)

Title (Mr., Ms., etc.)

Name

Role (e.g. CEO)

Email

Phone

P.A. Email

Address same as HQ?

YesNo

Street Address

City

Province/state

Post/zip code

Country

Is this contact also the

CIO

5. CIO (or equivalent)

Title (Mr., Ms., etc.)

Name

Role (e.g. CEO)

Email

Phone

P.A. Email

Address same as HQ?

YesNo

Street Address

City

Province/state

Post/zip code

Country

ADDITIONAL (SECONDARY) CONTACTS

These contacts will receive the same information as the primary contact, minus voting information

6. Secondary contacts

This person will receive the same information as the primary contact, minus voting information.

Title(Mr., Ms., etc.)

Name

Role (e.g. CEO)

Email

Phone

P.A. Email

Do they work specifically on ESG or RI issues?

YesNo

Address same as HQ?

YesNo

Street Address

City

Province/state

Post/zip code

Country

Email Domain of main contact email for Organisation

7. Upload your signed declaration

Upload your organisation’s approval of the Principles by submitting the declaration you downloaded at the beginning of your application, signed by your CEO (or equivalent).

You can download the declaration template by clicking here. Please use your company letterhead.

Upload the signed declaration here

All primary and secondary contacts will receive the membership-related communications outlined in the PRI’s Privacy Policy unless they opt-out. Users will be available to update their communication preferences when registering to the platforms.