Application for ACCA membership

MA2013

RegistRation numbeR

In order to meet ACCA’s membership requirements you must have:

• CompletedtheACCAQualificationexams.

• DemonstratedeffectivenessandachievementintheworkplacebymeetingACCA’sperformanceobjectiveshavinghadyourworkoverseenandagreedbyaworkplacementor/trainingsupervisor.

• Achieved36monthsofrelevantsupervisedexperience.

• CompletedtheProfessionalEthicsmodule.

ACCAwillalreadyholdinformationrelatingtoyourpracticalexperienceifyouyouhavebeenupdatingyourMy ExperiencerecordviamyACCA.

PleaseindicatehereifyouhavecompletedyourexperiencewithagoldorplatinumlevelACCAApprovedEmployerandareclaimingtheperformanceobjectiveexemption.

PleaseprovidethenameofyourApprovedEmployer

IfyouareclaimingtheperformanceobjectiveexemptiononthebasisofworkingforaplatinumorgoldlevelACCAApprovedEmployer(traineedevelopmentstream)youwillberequiredtocompleteandreturnanApprovedEmployerperformanceobjectiveexemptionformalongwithyourapplication.Thiscanbedownloadedfromwww2.accaglobal.com/documents/ae_tdm.pdf.Pleaseretainacopyofthisformincaseitisrequiredtovalidateyourmembershipapplication.

ACCAretainstherighttoindependentlyseekverificationfromtheApprovedEmployer.

Pleaseindicatehereifanyofyourpracticalexperiencehasbeenachievedinalecturingrole.

Pleaseindicatehereifanyofyourpracticalexperiencehasbeenachievedinapart-timerole.

PleaseindicatehereifyoucompletedtheHongKongInstituteofCertifiedPublicAccountantsPERrequirements.

Please return this form to operational Delivery aCCa 2 Central Quay 89 Hydepark street glasgow g3 8bW united Kingdomfax: +44 (0)141 582 2222 email: members@accaglobal.com

2

PeRsonal Details

Forename(s)

Surname

Dateofbirth(DDMMYYYY)

Honours(classification)

neW ResiDential aDDRess

Number/Street

Town/City

County/State

Postcode Country

Mobiletelno(inclareacode)

neW business aDDRess

Jobtitle

Company name

Number/Street

Town/City

County/State

Postcode Country

Businesstelno(inclareacode)

PleaseindicatetheaddresstowhichyouwishyourACCAcorrespondencetobesent: Residential Business

DoyouwishyourtownandcountryofresidencetoappearintheonlineDirectory of members?: Yes No

Please ComPlete tHe FolloWing seCtions onlY iF YouR Details aRe DiFFeRent FRom tHose CuRRentlY HelD bY aCCa.

3

CommuniCations anD maRKeting

Receiving communications from aCCaThissectionsetsoutcertaininformationandoptionsonhowACCAmaycommunicatewithyou,thetypesofinformationACCAmaysendtoyouandtheextenttowhichACCAwilldiscussyourdetailswithcertainthirdparties.

email addressYouremailaddresswillbeusedforoutboundemails.Itmustbeuniquetoyouandnotshared.Itisyourresponsibilitytoensurethatyouremailaddressiscorrect.ACCAwillnotacceptresponsibilityforemailsbeingsenttoemailaddresseswhicharenolongerused,whichareincorrectlyformatted,orwhicharepubliclyavailable.

Email

UponadmissiontomembershipyouwillautomaticallyreceiveacopyoftheACCA RulebookinCD-ROMformat.Thisisalsoavailableonlineatwww.accaglobal.com/en/member/professional-standards/rules-standards/acca-rulebook.html

Communication methodsACCAmaycommunicatewithyoubye-communications(includingemailandSMS),phoneorbypostusingthecontactdetailsprovidedbyyou.E-communicationsareACCA’spreferredmethodofsendingpublications,promotionalinformationandupdates,andaffiliate/memberaccountcorrespondence.

Pleasechooseoneofthefollowingoptions

IwouldliketoreceiveallcorrespondencefromACCAbypaper

IwouldliketoreceiveallcorrespondencefromACCAbye-communications(includingmyaffiliate/memberaccountcorrespondence)

Iwouldliketoreceivepublicationsandpromotionalinformationandupdatesbye-communicationsbutstillreceivemyaffiliate/memberaccountcorrespondencebypaper

aCCa employersACCAoftencommunicateswithemployerstodiscussimprovementsandwaysinwhichACCAcanprovideenhancedsupportformembersandstudents.WhencommunicatingwithemployersitisoftenhelpfultoprovidealistofACCAmembersandtraineeswhoareworkingatthatcompany

IdonotwishACCAtopassmydetailstoemployersinthisway third party mailingsACCAwouldliketokeepyouinformedofproductsandservicesfromthirdpartyorganisationsthatmaybeofinterest,relevanceorbenefittoyouinyourstudiesandcareerdevelopment.Allthirdpartyorganisationsarestrictlyvettedandthemailing/emaillistisneversupplieddirectlytothem.AllcampaignsarecarriedoutbyACCAoranACCAapprovedagency.

Idonotwishtoreceivematerialfromthirdpartymarketingorganisations.

membeRs’ netWoRK

AmemberintheUKorIrelandwillnormallybeenrolledwiththeregionalmembers’networkcoveringhis/herresidentialaddress,whichwillinvolvereceivingmailingsdirectlyfromthatnetwork.

Ifyoudonotwishtobeenrolled,pleasecrosshere.

AmemberintheUKorIrelandwillnormallybeenrolledwiththeemploymentbasedmembers’networkcoveringhis/heremploymentcategory,whichwillinvolvereceivingmailingsdirectlyfromthatnetwork.

Ifyoudonotwishtobeenrolled,pleasecrosshere.

4

Which best describes your organisation?

Nationalorganisation Presencein2–10countries Multinationalorganisation

PubliC PRaCtiCe

Pleaseindicatehereifyouworkinpublicpractice.

Pleaseindicatehereifyousignorproduceanyaccountsorreportorcertificateortaxreturnconcerninganypersons/organisations financialaffairsthatmayberelieduponbyathirdparty.

nature of firmIfallofthepartners/directorsaremembersofACCA,thefirmisCharteredCertified.Ifallofthepartners/directorsaremembersofone,ormore,oftheInstitutesofCharteredAccountantsinEnglandandWales,IrelandorScotland,thefirmisChartered.Ifallofthepartners/directorsaremembersofACCAandone,ormore,oftheabove-mentionedInstitutes,thefirmisMixedChartered/Certified.Ifallofthepartners/directorsaremembersoftheAssociationofAuthorisedPublicAccountants,thefirmisAuthorised.Anyothercombinationofpartners/directors,includingfirmswithunqualifiedpartners,isOther.

CharteredCertified MixedCharteredCertified/Chartered Chartered

AAPA Other(specify)

Job categoryWhichoneofthecategoriesbelowbestdescribesyourwork?

Generalpractisingservices

ORspecialisingin: Audit Insolvency Taxation

Managementconsultancy Informationtechnology

Other(specify)

number of partners/directors

Solepractitioner 2–3 4–6 7–9 10–99 100+

note on obtaining a practising certificate Ifyouwishtouseuptooneyearofyourpre-membershipexperiencetowardsyoureligibilityforanACCApractisingcertificateorACCApractisingcertificateandauditqualificationtheexperienceshouldbeobtainedinanACCAApprovedEmployer–practisingcertificatedevelopmentandyourworkplacementormustbethetrainingprincipalorpartner.ForanACCApractisingcertificateandauditqualificationyourworkplacementorortrainingsupervisormustbeanauditprincipalandyourexperiencemustbedocumentedinaPractisingCertificateTrainingRecord.ACCAreservestherighttorequestadditionalinformationasdeemednecessary.

inDustRY, CommeRCe oR PubliC seCtoR

Ifyouworkinindustry,commerceorpublicsectorcrossthisbox.

business categoryWhichoneofthecategoriesbelowbestdescribesyouremployment?

Retail/Consumer Energyandutilities Manufacturing/Industry/Engineering Transport/Distribution

Professionalservices IT/Communications Pharmaceuticals/Healthcare Leisure/Tourism/Travel

Banking Insurance/Investment Education Localgovernment

Nationalgovernment Notforprofit Health

Other(specify)

Job categoryWhichoneofthecategoriesbelowbestdescribesyourwork?

Internalauditing Generalmanagement Dataprocessing/Management Managementaccounting

Companysecretarial Taxation Financialmanagement/Treasurership Financialaccounting

Other(specify)

number of people in organisation

1–10 11–50 51–250 251–2000 2001+

not emPloYeD

Ifyouarenotemployedpleasecrossthisbox.

emPloYment CategoRY

5

IwishtoapplyforACCAmembershipandIconfirmthatIhavecompletedtheACCApracticalexperiencerequirement(PER)asspecifiedintheCharteredCertifiedAccountantsRegulations.IunderstandthatifselectedforapracticalexperienceauditIwillberequiredtoprovideevidenceofmeetingACCA’spracticalexperiencerequirements.

IhavereadByelaw8,liabilitytodisciplinaryaction,andIconfirmthereisnothingIshouldbringtoACCA’sattentionatthepresenttime.IagreethatwhileIamamemberofACCAIwillnotifyACCAaboutanyeventwhichmayengageACCAByelaw8andmakemeliabletodisciplinaryaction.IagreetocomplywithACCACharter,Byelaws,RegulationsandCodeofEthicsandConductfromtimetotimeinforce.IunderstandthattheUKRehabilitationofOffendersAct1974doesnotapplytotheaccountancyprofession,andthatIamthereforerequiredtodisclosespentconvictions.

Iundertakethat,ifadmittedasamember,Iwill,solongasIremainamemberofACCA,abidebythebyelawsandallregulationsmadethereunder.IfurtherundertakethatIwillusethedesignation‘CharteredCertifiedAccountant’andthedesignatoryletters‘ACCA’(or‘FCCA’whenIbecomeafellow)onlywhileIremainamemberofACCAand,whererequiredbytheCharteredCertifiedAccountantsGlobalPractisingRegulations,onlyifIholdapractisingcertificate.Iamawareoftheimportanceofprofessionalvalues,ethicsandbehavioursandmyobligationtoACCA’scodeofethics.

IacknowledgemydutytomaintainthequalityofmyknowledgeandwillundertakeadequatecontinuingprofessionaldevelopmentasdirectedbyCouncilandspecifiedintheCharteredCertifiedAccountantsMembershipRegulations.Iamawarethatfailuretocomplywithcertaincontinuingprofessionaldevelopmentrequirementsmayleadtoremovalfromtheregisterofmembers.

Iagreetopaythemembershipadmissionfee(£205in2013)andunderstandthatIwillbeinvoicedforthisamountonsuccessfulconversiontoACCAmembership.IdeclarethatIhavereadandfullyunderstoodthedeclaration.IamawarethatfailuretopaysumsduetoACCAmayleadtoremovalfromtheregisterofmembers.

Ideclarethattheinformationcontainedinthisapplicationistrue,accurateandcompletetothebestofmyknowledgeandbelief.IacknowledgethatanystatementcontainedthereinwhichisknownbymetobefalsemayinvalidatethisapplicationandanydecisionreachedthereonbytheCouncilofACCA.

Signature

Date

DeClaRation

aDDitional notes

Asaguideline,ACCAconsidersfull-timeworkexperiencetobe140hourspermonth.1540hoursofpart-timeworkequatesto12monthsoffull-timeworkexperience.Thisdiscountsannualleaveetc.Ifanyofyourrelevantexperiencehasbeenachievedinapart-timerolepleaseencloseabreakdownofthehoursworkedtogetherwithyourapplication.

Upto12months’lecturingexperiencecancounttowardsthePERformembership.ThelecturingexperiencemustbeatalevelatleastequivalenttotheFundamentalsleveloftheACCAQualificationandcoverbasicaccounting,businessstudiesandfinance-relatedsubjects.Ifanyofyourrelevantexperiencehasbeenachievedinalecturingrolepleaseenclosedetailofthesubjectsandleveltaughttogetherwithyourapplication.

Ifyouworkinpublic practiceandyousignorproduceanyaccountsorreportorcertificateoftaxreturnconcerninganyperson/organisationsfinancialaffairsthatmayberelieduponbyathirdpartypleaseencloseacurrentjobdescriptiontogetherwithyourapplication.AnymemberwhoundertakesworkfallingwithinACCA’sdefinitionofpublicpracticemustholdaPractisingCertificatefromACCAevenifaPractisingCertificateisheldfromanotherbody.