Register to use the SFS

Registration to become a SFS user is now live on the SFS website. 

Any organisation planning to use the SFS must complete the application form which will also include agreeing to a Code of Conduct outlining best practice usage of the SFS. Once you have a login you will be able to access the approved formats, user guidance, spending guidelines, an Excel tool, links to e-learning material and FAQs.

The SFS admin team will respond to applications within 10 working days.

The Standard Financial Statement will launch on 1 March 2017 when the first advice providers will begin using the new format. Until 1 April 2018 a transition period will be in operation while the rest of the sector will make their switch to SFS. During this time the SFS will be in operation alongside CFS, the StepChange method and other current statement formats.