For professionals

How do you change your current DSI certification?

Changes in your work may affect your DSI certification. Report them timely through MyDSI to keep your registration current.

How do you change your current DSI certification?

Start your change in MyDSI

Always report changes in your position or employer on time. These may affect your DSI certification. Think of a transfer to another register or extra steps if your new employer is not (yet) a DSI member. Keep your registration up to date so that together we can ensure accuracy in the Public Register.

You always report changes through your personal MyDSI account. Below, we have displayed common changes in an example and an infographic. This shows you step by step what you need to do. The time it takes and the information we ask you to provide depend on the change or addition you are submitting to us.

Case example

Changing employers

Anne worked as a client advisor at an institutional investor for five years. She has been registered as a DSI Institutional Investment Advisor since 2018. She will start in a month with a new employer where she will hold the same position. What must Anne do to remain DSI Certified in the same register but with a different employer?

How do you change employers?
Case example

Changing register

Sebastiaan worked as a junior client advisor on investing and has been promoted to senior advisor on investing. He is currently certified in the Retail Investment Information Provider register. Due to the change in his position, he will have to become certified for the register of Retail Investment Advisor Standard Products. What steps does Sebastiaan need to take to change his DSI register?

How do you change registers?
Case example

Requesting additional certification

Rob is employed by Achmea as a Private Banker. For his position, he has been certified in the Retail Investment Advisor Custom Products registry since 2019. He has changed positions and will serve both Retail and institutional clients. What actions does Rob need to take to apply for additional certification?

How do you apply for additional certification?
Case example

Changing employer and registry

Ellen works as a Private Banker at ABN AMRO. For her position, she has been certified with the Retail Investment Advisor Custom Products register since 2019. In a month from now, she will start working as an Investment Analyst at Triodos Bank. Due to this change of employer and position, her certification with DSI will change. What actions does Ellen need to take for proper DSI certification?

How do you change employers and positions?
For an up-to-date Public Register

Screening upon change of certification

As an industry, we have collectively chosen that a DSI registration must be up-to-date. This way everyone can be confident that the information in the Public Register is correct. When changing or supplementing a certification, we check some items through a screening procedure at DISA. We do this with every change and/or addition to ensure the accuracy of the information in the Public Register.

We understand the annoyance of having to go through another screening process. After all, you are already on the Public Register and have previously gone through an extensive review. Nevertheless, every change requires a new screening because changes may have occurred of which we are not aware. We ask for your understanding for this additional screening so that together we can ensure that all DSI registrations are up to date.

DSI registration termination

If your DSI certification is no longer necessary, for example because you have left your current position to which the registration was linked, you can notify DSI of your retirement. Please do this via the contact form, mentioning your DSI registration number in your message. After processing the data, we will always send a confirmation of the termination of the registration by email.

Our Customer Care Officers are here for you

Contact DSI

Do you have a question about our regulations, DSI certification or Disciplinary Law? The contact page puts you in direct contact with our Customer Care Officers.

Get in touch
Changing your certification

Answer your questions

If your employer is not visible in MijnDSI, this may be because your employer is not a participant of the DSI Foundation. To certify as a professional, your employer must be affiliated with our foundation.

More information on registering companies as participants can be found here. If you have additional questions, you can always contact one of our customer care officers via email: info@dsi.nl or call 020 620 12 74. In addition to your question, please include the following information in your email:

  • Your first and last name
  • Your DSI registration number
  • Which DSI register you are enrolled in

We will take your e-mail and get back to you as soon as possible.

Congratulations on passing your certificate! We are notified each month of the exams passed by the training institutes. We then add the exam results to the certifications. You do not have to do anything at all for this.

Notice: In the information exchange between trainers and DSI, we do not always have a unique identifier. As a result, in some cases a link may not have been made. If you send a copy of your certificate to info@dsi.nl we will update the status of your certification for you as soon as possible.

Once you have passed your last professional competence section, your status can be changed from candidate certified to certified. Also, if you notice that your status is not displayed correctly in the DSI Public Register, you can have it corrected.

In that case, send a message with your registration number to DSI via the contact form or call 020 – 620 12 74. DSI will then ensure that your correct status is visible in the Public Register within two working days. In this way, your integrity and professionalism as a financial professional is always up to date and visible to the sector.

Want to get your status updated immediately? Then use the contact options at the link below this FAQ.

Contact DSI

Do you change positions? You do not need to inform us of this. If you do want to pass this on, please contact our Customer Care Officers via telephone number 020 – 620 12 74 or send a message via e-mail: info@dsi.nl.

You want to change your certification because, for example, you have changed positions or are going to work for another employer. Through the Change Certification page you will find all information about changing your certification or applying for additional certification.

Change your certification

Certifiers and Candidate Certifiers who are no longer working for a Participant can continue certification for up to one year. The cost for using this service is €75. Do you have questions about the conditions and registration? If so, please contact our Customer Care Officers by calling 020 – 620 12 74 or send a message via email: info@dsi.nl.

All frequently asked questions