How can you request an additional certification?
If you work in a variety of positions related to more than one DSI register, then we recommend that you request an additional DSI certification. It is important for you to keep your DSI certification up-to-date with the position in which you are currently working. That allows us both guarantee the correctness of your registration in the Public 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?
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.