You can use our bulk IR service to register up to 50 students. The information below will help you get the best from this service.
Please follow the steps below to help you complete your bulk registrations.
Check if there are any matters to disclose under Bye-law 8 for your list of individuals.
Before starting the application, download the CSV file. This is available from the bulk registration pack (zip, 769KB). We recommend this is always opened using Microsoft Excel.
Please ensure you complete each field for every individual you wish to register. Anything that is marked with * must match the exact format shown or you will receive an error.
Please do not enter any commas when completing the template.
If your file contains more than 50% errors, it will be rejected.
|*Title||Miss, Mrs, Ms, Mr, Dr, Prof|
|First name||A maximum of 30 English characters.|
|Last name||A maximum of 45 English characters.|
|Email address||Unique to the application, and should be a maximum of 60 characters.|
|*DOB||In the format DD/MM/YYYY, eg 23/09/1980.|
|*Nationality||Copy and paste from the nationality reference table (xlsx, 11kb)|
|*Country of residence||Must contain 2 letters only. Copy and paste from the country codes reference table (xlsx, 17kb)|
|Postcode/zip code||This should be the usual format of your postcode eg AB12 1DG.|
|Address||A maximum of 45 English characters.|
|*Telephone code||Copy and paste the 3 digit telephone code from the telephone codes reference table (xlsx, 16kb)|
|Telephone number||The contact telephone number with the first zero removed.|
|*Qualification||This must be exactly ACCA, FIA, LEVEL4 TRAILBLAZER, LEVEL7 TRAILBLAZER, DIPFB or DIPIFR|
When you have completed your Excel file, you’re ready to upload to bulk registration.
This is done in the following box:
If there are any errors with an individual's records these will be flagged in red as demonstrated below. Please edit or delete this student's record before continuing.
Now, you’re ready to finalise your registrations. You can edit details by selecting the edit button.
When you’re sure all the student details are correct, you can upload the documents for each individual. To do this, just select upload.
When uploading documents, please ensure you provide all the required documents for each student.
Upload documents for each student. Be sure to work through each page of records using the numbered page numbers.
Once you have uploaded all the required documents for each student, you can submit the registration.
After the applications have been submitted, your students will receive a confirmation email. We’ll then process the applications within 5 working days and let the students know when they’re registered and if they've been awarded any exemptions.
Once registered, students will be added to your exchange account allowing you to administer their accounts.