How can you change your current DSI certification?
Any change to your position or employer or additional activities will have an effect on your DSI certification. Perhaps you must change registers due to a change at work. Or your new employer is not a DSI participant, so you must go through extra steps to stay certified. The important thing is that you keep your DSI registration up-to-date, and that you communicate any changes to DSI as quickly as possible. That will give us both enough opportunities to check the changes and guarantee the correctness of your registration in the Public Register.
You can enter any changes via your personal MijnDSI account at any time. A list of common changes, an example and an infographic are provided below, with step-by-step instructions. The time frame and the information we ask you to provide depend on the specific change or addition that you wish to make to your certification.
Anne has worked as a customer consultant at an institutional investment firm for five years. She has been registered in the DSI Institutional Investment Advisor register since 2018. Next month, she will start working in the same position at a new employer. What should Anne do to remain DSI certified in the same register, but with a different employer?
Sebastiaan works as a junior customer investment advisor, and has recently been promoted to the position of senior customer investment advisor. At the moment, he is certified in the Retail Investment Information Provider register. Due to the change in his position, he will have to become certified for the Retail Investment Advisor Standard Products register. Which steps will Sebastiaan have to take to change his DSI register?
Rob works as a Private Banker at Achmea. For his position, he has been certified in the Retail Investment Advisor Custom Products register since 2019. He has since changed positions at work, and will now serve both retail and institutional clients. What should Rob do to request an additional certification?
Ellen works as a Private Banker at ABN AMRO. For her position, she has been certified in the Retail Investment Advisor Custom Products register since 2019. Next month, she will start working as an Investment Analyst at Triodos Bank. The change in employer and position will also change her DSI certification. What should Ellen do to ensure that she has the correct DSI certification?
As a sector, we have jointly decided that a DSI registration must be kept up-to-date. That way, everyone can trust that the information in the Public Register is correct. When changes or additions are made to a certification, we check certain criteria by means of a screening procedure conducted by Validata. We do this for every change and/or addition to guarantee the accuracy of the data in the Public Register.
We understand that it may be frustrating to go through the screening process again. After all, you are already listed in the Public Register, and have already completed an exhaustive screening. Nevertheless, every change requires a new check, because other changes may have taken place that we are not aware of. We ask for your patience with this additional screening, so that we can all ensure that every DSI register is kept up-to-date.
If you currently hold a passive DSI certification and your employer is a DSI participant, then you can activate or re-activate your DSI certification. To do that, you must meet all of the competency criteria for the register of your choice. Activating or re-activating your passive certification will ensure that you are certified and make your registration visible to the public in the DSI Public Register. See this page for more information about converting your registration, and benefit from the advantages of DSI registration.
If your DSI certification is no longer necessary, for example because you have stopped working in the position to which the registration was linked, then you can inform DSI of your change of status. Simply send a notification via e-mail to firstname.lastname@example.org, along with your DSI registration number. After we process your information, we will always send an e-mail with a confirmation of the termination of your registration.
Do you have any questions about changing your certification? Please contact our helpdesk at email@example.com or call 020-6201274. We are happy to help you further!