Signatory application form

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Introduction

Welcome to the PRI’s signatory application process. We look forward to you joining us in our mission to achieve an economically efficient, sustainable global financial system for all.


Please read the following instructions carefully and note what information you will need to submit your application.


Organisations can become a signatory if they fall under one of these three categories:


Category Typical criteria
Asset owner
  • Long-term investment motivation and
  • institutional investor at the top of the investment chain, directly accountable to beneficiaries or the government and
  • investment discretion, including asset allocation, over all or most of its assets, (e.g. not subject to the direction of independent financial advisors (IFAs), or beneficiaries) and
  • stable non-commercial governance arrangements or legislative frameworks (i.e. capital preservation and/or retirement provision is the primary motive, and they are ultimately answerable to pensioners or the government rather than shareholders).
Investment manager
  • Make investment decisions according to guidelines stated in investment management agreements (IMAs) or fund formation documents and
  • majority of assets subject to the direction of asset owners, IFAs or beneficiaries.
Service provider
  • Provide investment advice to asset owners or investment managers, such as asset allocation and manager/product selection or
  • deliver services such as proxy voting, data, etc.


Requirements

To complete the application, you will need the following:

  • Signed (by your CEO or equivalent) declaration form* confirming your organisation’s commitment to the Principles, on your company’s letterhead.
  • Organisational chart demonstrating ownership structure and legal entities in your group.
  • Relevant contact and billing information.
  • AUM and asset class information (not applicable for service providers).

*Please use the link below to download the relevant declaration form:

The application form can be saved for later. The average time to complete the application form is approximately 15 minutes.


The online application is best suited to be completed on desktop rather than handheld devices.


What happens next?

Once your application is received, it will be reviewed by our operations team, who will contact you directly if there are any queries.


Unless there are clarifications outstanding, applications will be processed within six weeks, and once approved you will receive your invoice.


Your journey as a signatory to the PRI starts on receipt of payment, and we look forward to collaborating with you.



Should you have any questions, please contact us at info@unpri.org



Organisational information

* = required fields























Organisational information

* = required fields





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.
Only one file may be submitted, adding a new file replaces previous.











Your assets

* = required fields

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


The figure reported should represent total gross AUM, including uncalled commitments (e.g. in private equity or infrastructure) and policyholders’ funds, off-balance sheet assets and their portion of joint venture (JV) assets (where relevant). The AUM figure should refer to the market value. Where market value is unavailable, we advise signatories to report the latest net realisable value estimate of those assets.



Please enter value as an integer or decimal placed number with dot as a decimal separator.





US$ billion
Please enter value as an integer or decimal placed number with dot as a decimal separator.


For definitions please see our Reporting Framework Glossary































Reasons for signing

* = required fields





Contact details

* = required fields


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.

























This person will be sent all signatory invoices.























This person will be sent all information relating to the PRI's Reporting and Assessment process, and will be the main administrator of the Permissions System. This will allow them to manage your organisation’s access to the reporting platforms (Reporting Tool and Data Portal).












































































All main 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.


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), and using your company letterhead. If you are raising a fund/funds, please include your organisation's expected total assets under management (AUM) in US$ billion, including the assets of all your consolidated subsidiaries.


Only one file may be submitted, adding a new file replaces previous.
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