Application form - Investment Managers

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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.
Note: You will have to upload the signed declaration at the end.
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
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This application form is for Investment Manager signatories (definition). Please submit it with a signed declaration (which can be found here) and organisation chart.

Organisation information






Billing address








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.

ORGANISATION INFORMATION

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Which of the following services do you offer?
Please tick
Under which subcategory would you like to be listed on the PRI website? *
Please tick

YOUR ASSETS

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Your assets
% 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)
How did you hear about the PRI?
Please tick

CONTACT DETAILS

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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.

Invoicing Reporting CEO CIO
2. Invoicing

 This person will be sent all signatory invoices.

3. Primary reporting contact

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

4. CEO (or equivalent)
5. CIO (or equivalent)

ADDITIONAL (SECONDARY) CONTACTS

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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.

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.

All primary and secondary contacts will receive the membership-related communications outlined in the PRI’s Privacy Policy unless they opt-out. Signatories can update their communication preferences from the home page of the signatory extranet or opt out from all communications at any time by clicking the “unsubscribe” link at the bottom of the communication.