Dues Schedule


SFIG assigns dues according to the most relevant or comprehensive membership category of the institution, based on its market function and size. SFIG also welcomes individuals as potential members. 15 percent of membership dues will be attributed towards lobbying.

Type * Size Annual Dues Criteria
Diversified Financial Intermediary   $75,000  
Broker Dealer Large $50,000 Top 10
  Medium $25,000 Other
Small Broker Dealer / Arrangers / Advisory Small $10,000 Non-bank affiliated
Bank Lender   $10,000  
Issuer Large $35,000 ≥ 10 Deals & > $5 Billion outstanding
  Medium $25,000 ≤ 9 Deals & ≤ $5 Billion outstanding
  Small $10,000 ≤ 4 Deals & ≤ $1 Billion outstanding
  Very Small $2,500 ≤ 2 Deals & ≤ $500 mm
CLO Manager   $10,000  
Law Firm Large $35,000 > 20 SF lawyers
  Medium $25,000 7- 20 SF lawyers
  Small $10,000 < 7 SF lawyers
Accounting Firm Large $35,000 Big 4
  Other $12,500 Other
Rating Agency Large $35,000 Big 4
  Other $20,000 Other
Financial Guarantor   $20,000  
Servicer Large $20,000 ≥ $1 Billion serviced

 
Other $10,000 < $1 Billion serviced
Trustee   $20,000  
Investor*** Large $10,000 > $10 Billion AUM
  Medium $5,000 $2-$10 Billion AUM
  Small $2,500 < $2 Billion AUM
IT Vendor / Consultant / Analytics**** Large $12,500 ≥ 500 Employees
  Medium $7,500 < 500 Employees
  Dual Proprietor $5,000 2 Employees
  Sole Proprietor $2,500 1 Employee
Aggregator Large $35,000 >$5 Billion outstanding
  Medium $25,000 ≤$5 Billion outstanding
  Small $10,000 ≤$1 Billion outstanding
  Very Small $2,500 ≤ $500 Million outstanding
Mortgage Insurer   $7,500  
Other Small Financial Institution   $7,500  
Individual – Non-Voting, Non-Advocacy   $250  
Start-Up Discount**   50% of applicable rate < 2 Years old (incorporated as of January 1, 2016)


   * Firms participating in multiple categories will be expected to pay dues based upon the most relevant or most comprehensive category.

 ** Available during first year of membership to firms incorporated after January 1, 2016. Not applicable to dues $2,500 or less.

 *** Investor category is specifically designated for investors in ABS or MBS securitized product. To the extent that a potential member is an investor in a specific asset type or platform, they should be classified under the relevant issuer or aggregator category.

**** IT Vendor/Consultant/Analytics category is based on the following criteria: annual revenue, number of employees, and public listing status.

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