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Member Portal - Frequently Asked Questions

  • Visit the AFB website – www.foreignbanks.org.uk
  • Click on the member login icon on the right hand side of the page menu (Circled in red in the image below)

  • You will be redirected to a login page where you can sign in with your membership details
  • Visit the AFB website – foreignbanks.org.uk
  • Click on the Register icon on the page menu (circled in red in the image below)

  • Complete the member portal registration form
  • Ensure you choose your correct bank from the dropdown list in the ‘Bank Name’ field – click in the box and start typing and the field will populate options
  • Your registration will then need to be approved by AFB and you will receive a welcome email once complete. You will then be able to log into the member resource area, member portal, and book events
  • Confirmation emails may get caught in spam/junk folders, so please check these if not received
  • Any issues, email secretariat@foreignbanks.org.uk
  • Yes – if you do not have an account with AFB, you are still required to create an account in order to be to be able to register yourself and/or your colleagues to AFB events and view documents on the resource library
  • Your primary work email address – please note personal email addresses are not accepted and will be rejected upon review. After registration – this email address becomes your username when you next log in
  • Visit the AFB Website – foreignbanks.org.uk
  • Click on the member login icon 
  • On the login page there will be an option beneath the login button called ‘Forgot password?’ (circled below)

  • Click this button and input your username – your username will be the work email you signed up with
  • Follow the instructions on the screen to be sent an email with your password reset link
  • Emails with the link to reset your password may take a few minutes and may get caught in spam, so please do check this
  • Any issues, email secretariat@foreignbanks.org.uk
  • Go to the AFB website – www.foreignbanks.org.uk
  • Log in to your account
  • From the portal dashboard click the ‘My profile’ tab

  • Under your information, select the ‘Edit these details’ button (circled above)
  • Update any details you wish to change, and select the ‘Save’ button at the bottom of the page
  • Please note that this is the email address you need to use to log in to your profile area. If you change it, you will receive an email with a link to validate your new account email. You will need to click on the secure link to complete the process before you can login again
  • Please note that the email you register with must be your work email address
  • Confirmation emails may get caught in Spam/Junk folders, so please check these if not received
  • Go to the AFB website at Home – AFB (foreignbanks.org.uk)
  • Log in to your account and from the portal dashboard, select ‘My account’
  • On the left hand side menu, select ‘My platforms’
  • In this menu, you will be able to tick the boxes and any additional platforms you want to be marked as interested in (shown below)

  • Once you have selected your platforms, click the ‘Save’ button at the bottom of the page
  • Please send us an email to secretariat@foreignbanks.org.uk with the details – if you or colleagues move to a new member bank – we can amend profiles and to keep their interest fields and past event or committee membership records
  • Your bank’s ‘Main contact’ also has the ability to add any new contact records on their version of the portal. If you wish to know who your firm’s ‘Main contact’ is, please contact secretariat@foreignbanks.org.uk
  • Our monthly newsletter, called the AFB Round Up is sent out on the first Thursday of each month to all our registered members automatically. No separate registration is necessary if you wish to no longer receive the newsletter, you can unsubscribe by clicking on the ‘Unsubscribe’ link at the end of the email
  • The monthly Round Up can also be found on the AFB website in the News section here

Training and Events - Frequently Asked Questions

  • Once logged in to the member portal, on the dashboard page, select the ‘Events & training calendar’ option (circled below)

  • Choose relevant event or training course
  • Click on the book event button in the blue box at the top of the page
  • Follow booking instructions

Further Details:

  • If booking on behalf or for additional attendees other than yourself, please select “Yes” on the ‘Booking a table/additional attendees’ option (highlighted below)

  • If you know the names of your additional attendees, enter the attendee details in the form (shown below) and press the ‘Add delegate’ button to register the attendee for this event. You can register multiple attendees for events (though some events have booking limits per bank). When the first attendee has been registered and saved, click the ‘Yes’ button again to register additional people.

  • In the form you have an option to select ‘I am attending’ to populate your information in the form. This box is ticked by default so if you are not attending and you wish to register on behalf a colleague, please untick the checkbox. To add a delegate from your organisation, complete the Last Name field and a list of relevant individuals should appear, you should choose the correct person and click ‘Save attendee’
  • To note, if the name does not appear, it’s likely that this individual is not registered with the AFB and you should email secretariat@foreignbanks.org.uk
  • To note, you can only register individuals who are part of your organisation. You will only be able to see ‘I am attending myself’ option if aren’t already registered as attendee on the event
  • Go to the AFB website at Home – AFB (foreignbanks.org.uk)
  • Log in to your account and select ‘Members portal’
  • Go to ‘My event & training’ from the portal dashboard
  • A full list of your past and upcoming event bookings can be found on this page
  • Choose relevant event or training course from the AFB Events and Training Calendar
  • Click on ‘Book event’ button at the top of the selected Event page
  • Under ‘Are you personally attending this event?’, select ‘No’ and click the ‘Next step’ button

  • Select the number of attendees you are registering for (if you are booking for just on colleague – select 1 from the dropdown menu).
  • Select ‘Yes’ under the ‘Do you know who is attending?’ button
  • The name of the colleague should come up in field as soon as you start to type their last name, choose the individual and the details should be populated automatically.

  • If no name is suggested, the individual is not yet registered in the AFB database/website. In this case the person can be registered on the website (See FAQ for Member Portal). Once the registration is confirmed and authorised by AFB staff the booking can be completed
  • Alternatively, please send an email to secretariat@foreignbanks.org.uk with a request for the person to be registered
  • A confirmation email is automatically generated and sent to the email address of the booker
  • You will also be redirected to the ‘My events & training’ tab in the portal, and you should see a success message indicating your booking will be reflected shortly in your account
    • After a few minutes, your booking should be reflected on this page
  • Should you not receive a confirmation email or you unable to find a record on the member portal, please email secretariat@foreignbanks.org.uk to check
  • Joining instructions are sent out twice before events; one week before the event and the day before the event
  • If you don’t receive joining instructions, please check your spam or junk folder. If you are still unable to locate the joining instructions, please email secretariat@foreignbanks.org.uk as soon as possible. The AFB does not take responsibility for the non-arrival of joining instructions
  • Please click on the registration link in the joining instructions sent to your registered email address after registering – the automated response will contain both the invite link and the dial in options – you can simply dial in by phone
  • Alternatively, the invite link can be sent to a personal email address from where it can be accessed without any problems
  • The slide deck and recordings are shared with all registered attendees following the session
  • For events with no additional attendance fee, the slide deck and recordings can be found either in the Resource Library or on the Past Events page.  You will need to log in to view
  • The event is now closed and no longer open for bookings
  • Should you wish to book a place, send an email to AFB at secretariat@foreignbanks.org.uk and we will try and accommodate your request if there are places
  • Once an event is fully booked, the AFB operates a waiting list for members who are interested in attending. If a place becomes available, the AFB team will contact you via email

Resource Library - Frequently Asked Questions

The Resource Library includes Expert Panel Output Papers, Briefing Papers, Surveys, Policy Consultation Responses, Submissions and other publications of interest to the AFB membership

 

Webinar recordings are only accessible to members, but may be shared internally across your organisation. They should not be circulated to third parties. Please note the webinar recordings do not constitute legal, tax, accounting, investment or financial advice

 

You will need to log into the AFB member portal to view content

 

You can access the Resource Library here.

 

 

  • On the Resource Library homepage, you can choose one of the AFB Platforms, Policy & Regulatory Affairs or AFB Documentation. Each section provides an overview to help with your selection
  • You can also filter the content on the Resource Library by file type and date