Professional Service Partner signatory application form

Professional Service Partner signatoryapplication formThis application form needs to be submitted along with a signed declaration which can be found atwww.unpri.org/sign/sign_up_here.php and an organisation chart.Please send the completed forms to info@unpri.org.Organisation informationName (as you would like it displayed on the PRI website)Head office street addressCityPost/zip codeProv/StateCountryAny other office locations(list countries)Invoicing nameInvoicing street addressInvoicing cityInvoicing post/zip codeInvoicing prov/stateInvoicing countrySignatory categoryProfessional Service Partner (definition)What is the total number of staff at yourorganisation?Your websiteAre you part of a larger organisation?**We ask that the highest level of the Company, including on behalf of its subsidiaries, sign up on behalf of the entire organisation. The signatorycategory would depend on which of these businesses is the largest. However, in cases where different businesses are run independently, it ispossible to sign up across different categories of businesses as an asset owner, investment manager or professional service partner.

Your VAT number**VAT is required for invoicing purposes if your organisation is headquartered in any of the following countries: Austria, Belgium, Bulgaria, Cyprus,Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands,Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, UK.Professional Service Provider sub-categoryConsulting (an organisation offering independent professional or expert advice to clientsfor a fee)Research/data (an organisation which conducts original research and/or collects,analyses or distributes data for a fee)Engagement (a fee-based organisation who assists its network of clients in individual orcollaborative stewardship activities with companies, policymakers and other stakeholders[practices may include writing letters, facilitating dialogue, or convening discussion aroundparticular issues])Media (any media outlet, communications or public relations firm whose aim isthe creation and distribution of news or information to external audiences throughwebsites, magazines, trade publications, or other forms of print or electronic publishing)Stock exchange (an organized and regulated financial market, either physical orelectronic, where stocks, bonds, or other securities are bought and sold at pricesdetermined by supply and demand)Other (please specify)Which of the below best describes the services you provide?General investment advisorResearch providerBrokerage firmPR/IR/Comms/MarketingNon-profit, industry associationSpecialist investment advisorEngagement/voting services providerCertification/accrediation/trainingNon-profit, industry associationStock exchangeOther (please specify)2

Please provide a brief description of your organisation and its primary activities.Please provide a brief description of your organisation’s reasons for joining the PRI and your aims foryour first 12 months as a signatory.3

Contact detailsCEO (or equivalent)Title (eg. Mr/Ms/Dr)First nameLast nameStreetCityTick the box if address same as head officeRole (eg. CEO)Prov/StatePost/zip codeEmailPhoneCountryPrimary contact for PRI communicationsTitle (eg. Mr/Ms/Dr)First nameLast nameStreetCityTick the box if address same as head officeRole (eg. CEO)Prov/StatePost/zip codeEmailPhoneCountryPrimary contact for invoicing of signatory feesTitle (eg. Mr/Ms/Dr)First nameLast nameStreetCityTick the box if address same as head officeRole (eg. CEO)Prov/StatePost/zip codeEmailPhoneCountry4

Additional contactsPlease enter the email addresses of other interested colleagues at your organisation. The PRISecretariat will forward instructions on how to access the PRI signatory website and otherimplementation support resources.Full Name Job Title Email Address5