ACCA全部通过的朋友们,你们是申请会员呢还是affiliate?
ACCA全部通过的朋友们,你们是申请会员呢还是affiliate?
本人的ACCA的ACCOUNT,发现里面多了 Membership/Affiliate Application,我应该怎么选择,这里应该注意什么?谢谢 |
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沙发#
发布于:2012-06-28 11:39
个人认为
Affiliate相当于ACCA毕业生,表明此人已经修完并通过了acca所有课程的考试,但是不具备相关的三年经验,可以称为acca准会员。 membership(full member),此人是acca正式会员,表明他不但考完所有考试,还具备有至少三年相关经验。但是full member不意味着执业会员。 如果是UK或者爱尔兰等地的acca会员,此人要在当地认可的事务所至少从事审计一年,并通过practice and audit exam,拿到public practice and audit certificate,此人才能说是当地的执业acca会员。 在中国而言,acca不具备执业资格,没有签字权,所以也不存在acca执业会员一说。 |
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地板#
发布于:2012-06-28 11:42
Application for ACCA Membership or for an ACCA
Affiliate Certificate MB Please return this form to Customer Services (MB) ACCA 2 Central Quay 89 Hydepark Street Glasgow G3 8BW United Kingdom Please read the whole of this form carefully before completing it. Please use BLOCK CAPITALS throughout. This form may be used to: • apply for full membership of ACCA if you have three, or more, years of relevant practical experience; or • apply for an ACCA affiliate certificate, if you do not yet have three years of relevant practical experience. APPLYING FOR FULL MEMBERSHIP Your practical experience may have been obtained before you registered as an ACCA student, while you were studying for the examinations, after completion of the examinations or any combination of the three. Although it is not compulsory to submit your completed Student Training Record with your application, we recommend that you do. We will assess, from the information you supply in this form, whether your experience meets ACCA’s requirements for full membership. We will contact you for any additional information we need to complete our assessment. APPLYING FOR AN AFFILIATE CERTIFICATE If you wish to obtain an affiliate certificate, you must fully complete the ‘all applicants’ sections of this form even in cases where you believe you have previously supplied some of the requested information to ACCA. It is essential that the information that ACCA holds should be accurate and fully up to date. Completing this form: • if you are applying for full membership, please complete pages 2 – 10; • if you wish to hold affiliate status (and obtain an affiliate certificate), please complete pages 2 – 5 and 10. Please tick one of the following boxes: I wish to apply for full membership of ACCA. I have completed pages 2 – 10 of this form; I wish to apply for ACCA affiliate status. I have completed pages 2 – 5 and 10 of this form. I expect to have obtained three years of relevant practical experience by (dd mm yy): 2006 PERSONAL DETAILS PAGE 2 THE NEXT FOUR PAGES MUST BE COMPLETED BY ALL APPLICANTS Surname Registration Number Title () Mr Mrs Miss Ms Dr Other (please specify) Forenames Honours/University Degrees Date of Birth Your full name (forenames followed by surname) will be printed on your affiliate or membership certificate. If you wish to have the certificate printed showing your name in a different order, please detail here your name as you would like it printed. Residential Address Post Town/City County/State Country Post/Zip code Business Address Job Title Company Name Company Address Post Town/City County/State Country Post/Zip code Tel Area/STD code Number Fax Area/STD code Number Mailing Details Please indicate the address to which you wish your correspondence to be sent (): Residential Business Neither Please indicate which address you wish to appear in the online Directory of Members (): Residential Business Neither Please provide your e-mail address. Your e-mail address will be used for outbound e-mails. It must be unique to you and not shared. From time to time, ACCA will send you information by e-mail ranging from administrative notices to continuing professional development opportunities and news on the profession. To ensure that you receive only the type of information you require by e-mail, please tick one of the four boxes below: No electronic mails (for those who do not wish to receive any information by e-mail) One to one e-mails only (for those who would only like to receive correspondence e-mails) ACCA campaign e-mails (for those who would like to receive one to one e-mails and promotional e-mails relating to events/courses/ questionnaires) ACCA and third party e-mails (for those who would like to receive one to one e-mails, ACCA campaign e-mails and e-mails from third parties with prior approval from ACCA). Do you wish your e-mail address to be included in the online Directory of Members? Yes No A member in the UK or Ireland will normally be enrolled with the regional members’ network/district society covering his/her residential address, which will involve receiving mailings directly from that society. If you do NOT wish to be enrolled, tick here (): A member in the UK or Ireland will normally be enrolled with the employment based members’ network covering his/her employment category, which will involve receiving mailings directly from that network. If you do NOT wish to be enrolled, tick here (): Your details are retained on ACCA’s membership database for administrative and regulatory purposes, in accordance with ACCA’s registration under data protection legislation. Whilst ACCA never sells its mailing list to third parties, it does undertake strictly controlled mailings on behalf of selected third parties where the product or service being advertised is likely to be of interest or use to accountants. If you wish to receive such mailings, please indicate your express consent by ticking the box (): Upon admission to membership you will automatically receive a copy of the ACCA Rulebook in CD-ROM format. If you would prefer to receive this in book format, tick here (): EMPLOYMENT CATEGORY PAGE 3 PUBLIC PRACTICE If you work in Public Practice insert a tick in this box. Please also complete the Job Category and Number of Partners/Directors by inserting a tick in the relevant boxes. Nature of Firm? If all of the partners/directors are members of the Association of Chartered Certified Accountants, the firm is Chartered Certified. If all of the partners/directors are members of one, or more, of the Institutes of Chartered Accountants in England ; Wales, Ireland or Scotland, the firm is Chartered. If all of the partners/directors are members of ACCA and one, or more, of the above-mentioned Institutes, the firm is Mixed Chartered Certified/Chartered. If all of the partners/directors are members of the Association of Authorised Public Accountants, the firm is Authorised. Any other combination of partners/directors, including firms with unqualified partners, is Other. Chartered Certified Mixed Chartered Certified/Chartered Chartered Authorised Other (specify) ___________________________________ Members in the UK and Ireland working in public practice will automatically be enrolled in the Practitioners’ Network/ACCA Ireland Practitioners’ Network, as applicable, unless indicated otherwise in the Members’ Network Enrolment section on page 4. Job Category Which one of the categories below best describes your work? General Practising Services OR specialising in: Audits Insolvency Taxation Management Consultancy Information Technology Other (specify)____________________________________ Number of Partners/Directors? Sole Practitioner 2–3 4–6 7–9 10–99 100+ Which best describes your organisation? National organisation Presence in 2–10 countries Multinational organisation INDUSTRY, COMMERCE OR PUBLIC SECTOR If you work in Industry, Commerce or Public Sector insert a tick in this box. Please also complete the Job Category and Size of Organisation by inserting a tick in the relevant boxes. Business Category Which one of the categories below best describes your employment? Retail/Consumer Energy ; Utilities Manufacturing/Industry/Engineering Transport/Distribution Professional Services IT/Communications Pharmaceuticals/Healthcare Leisure/Tourism/Travel Other (specify) _______________________________________ Members in the UK and Ireland working in the above categories will be enrolled in the Corporate Sector Network unless indicated otherwise in the Members’ Network Enrolment section on page 4. Banking Insurance/Investment Members in the UK and Ireland working in the above categories will be enrolled in the Financial Services Network/ACCA Ireland Financial Services Network, as applicable, unless indicated otherwise in Members’ Network Enrolment section on page 4. Education Local Government National Government Not for Profit Members in the UK and Ireland working in the above categories will be enrolled in the Public Sector Network unless indicated otherwise in Members’ Network Enrolment section on page 4. Health Members in the UK and Ireland working in the above category will be enrolled in the Health Service Network unless indicated otherwise in Members’ Network Enrolment section on page 4. Job Category Which one of the categories below best describes your work? Internal Auditing Data Processing/Management Services Financial Accounting General Management Financial Management/Treasurership Management Accounting Company Secretarial Taxation Other (specify)_________________________________ Size of Organisation? 1–10 11–50 51–250 251–2000 2001+ EMPLOYMENT CATEGORY PAGE 4 I am a member of the following professional bodies: Institute of Chartered Accountants in England and Wales Institute of Chartered Accountants of Scotland Institute of Chartered Accountants in Ireland Chartered Institute of Management Accountants Chartered Institute of Public Finance ; Accountancy Chartered Institute of Taxation Institute of Certified Public Accountants in Ireland Institute of Taxation in Ireland Insolvency Practitioners’ Association Association of Authorised Public Accountants Institute of Certified Public Accountants of Cyprus Institute of Certified Public Accountants of Kenya Institute of Certified Public Accountants of Singapore Institute of Chartered Accountants of Nigeria Institute of Chartered Accountants of Jamaica Institute of Chartered Accountants of Trinidad ; Tobago Institute of Chartered Accountants of Guyana Institute of Chartered Accountants (Ghana) Institute of Chartered Accountants of Barbados Zambia Institute of Certified Accountants Society of Accountants in Malawi Malaysian Association of Certified Public Accountants Malaysian Institute of Accountants Hong Kong Institute of Certified Public Accountants Institute of Internal Auditors Institute of Chartered Secretaries ; Administrators Institute of Management Law Society of England and Wales Law Society of Scotland Law Society of Ireland Law Society of Northern Ireland Other professional qualifications (please specify) _____________________________________________ MEMBERSHIP OF OTHER PROFESSIONAL BODIES In order that ACCA can monitor effectively, please indicate your ethnic origin by crossing one box below only. Supplying this information is optional. However, please note that by supplying this information, you are giving consent to ACCA to store this information on either computer or manual files and to use it for statistical purposes on an anonymous and confidential basis. Asian – Bangladeshi Asian – Chinese Asian – Indian Asian – Malay Asian – Pakistani Asian – other Black – African Black – Caribbean Black – other White Other ETHNIC MONITORING NOT EMPLOYED If you are Not Employed please insert a tick in this box. If you tick the box above, you will not receive any network mailings unless you specify you wish to by completing the Members’ Network Enrolment section below. I wish to be enrolled in the following members’ network (specify) _______________________________________________________ EMPLOYMENT HISTORY PAGE 5 You should: • start with your current, or most recent, position • include all periods of employment, not just those which were accountancy, or accountancy related, positions. Please indicate if the position is/was full-time, part-time and if the company has now ceased trading • use the job title(s) used by your employer(s) • include all periods of full-time study • give full details of any breaks in your employment • continue on a separate sheet if there is insufficient space in this form. ACCA reserves the right to contact your employer/past employers in order to verify this information. 1 Employer’s Name Name of Supervising Accountant/Principal/Manager Qualifications of Above (if any) Employer’s Address Tel Fax E-mail Your Job Title Start Date Finish Date Additional comments (eg full-time/part-time/ceased trading) 2 Employer’s Name Name of Supervising Accountant/Principal/Manager Qualifications of Above (if any) Employer’s Address Tel Fax E-mail Your Job Title Start Date Finish Date Additional comments (eg full-time/part-time/ceased trading) 3 Employer’s Name Name of Supervising Accountant/Principal/Manager Qualifications of Above (if any) Employer’s Address Tel Fax E-mail Your Job Title Start Date Finish Date Additional comments (eg full-time/part-time/ceased trading) PRACTICAL EXPERIENCE PAGE 6 THE NEXT THREE PAGES MUST BE COMPLETED BY APPLICANTS FOR FULL MEMBERSHIP To be admitted to full membership, you must demonstrate that you have obtained at least three years of acceptable, supervised, practical experience and have reached the required standard in at least 16 elements of competence, including: • at least 12 Technical elements of competence (Key Areas 1 – 8), including a minimum of 6 Key Technical elements of competence which must be taken from at least 2 Key Areas (marked with the symbol ); and • all 4 Mandatory Management elements of competence (marked with the symbol ) in Key Area 9. You should only cross boxes below where your current employer or previous employers will be prepared to confirm as accurate your achievement of the competences in question. Name(s) of the company(ies)/organisation(s)/firm(s) in which the experience was obtained: Please note that failure to confirm the required elements will delay your application for full membership K M Mark (X) in the appropriate boxes Unit A Assist in the planning and monitoring of business performance Unit B Identify and analyse the costs associated with products and services Unit C Control expenditure and monitor budgets KEY AREA 2 Business Analysis and Measurement Element 10 Assist in identifying financial objectives and performance measures Element 11 Assist in the introduction of systems and practices to plan and monitor financial performances Element 12 Assist in monitoring the achievement of financial performance and objectives Element 13 Identify the cost of products and services Element 14 Identify the potential profitability of products and services Element 15 Calculate the actual costs of products and services Element 16 Make recommendations to reduce costs and enhance value Element 17 Prepare spending proposals and profiles Element 18 Agree budgets for activities Element 19 Monitor and report on budgets K K K K K Unit A Prepare financial and other statements and accounts for external purposes Unit B Prepare financial information for management Unit C Advise and support clients/management in meeting their regulatory obligations Unit D Assist in the development and implementation of accounting systems KEY AREA 1 Financial Information Element 1 Appraise information for the preparation of financial and other statements and accounts Element 2 Prepare and present financial and other statements and accounts Element 3 Appraise financial information for the preparation of management information Element 4 Prepare and present financial information for management purposes Element 5 Advise on relevant regulatory obligations Element 6 Provide support in meeting regulatory obligations Element 7 Identify potential changes to an organisation’s accounting systems Element 8 Assist in the introduction of new/changes to accounting systems Element 9 Assist in the evaluation of changes to accounting systems K K K K K K PRACTICAL EXPERIENCE PAGE 7 Unit A Prepare for and control an internal review Unit B Deliver the objectives of an internal review KEY AREA 5 Internal Review and Consultancy Element 32 Determine the scope, purpose and objectives of an internal review Element 33 Co-ordinate the delivery of evidence for an internal review Element 34 Obtain evidence for analysis against the objectives of an internal review Element 35 Make judgements against the objectives of an internal review Element 36 Report on the findings and outcomes of an internal review K K K Unit A Monitor and maintain the organisation’s working capital requirements Unit B Contribute to controlling credit and monitoring debt Unit C Evaluate potential business/ investment opportunities KEY AREA 6 Asset Management Element 37 Assess the organisation’s working capital requirements Element 38 Co-ordinate the provision of working capital Element 39 Contribute to the specification of credit and debit policies and mechanisms Element 40 Monitor and maintain credit control mechanisms Element 41 Monitor and control the level of outstanding debt Element 42 Determine the risks and benefits associated with business/investment opportunities Element 43 Identify ways to optimise the use of assets K Unit A Prepare for and control the statutory audit process Unit B Collect evidence and evaluate risk for a statutory audit Unit C Report on the findings of the audit KEY AREA 4 Statutory Audit Element 24 Determine the level of audit risk Element 25 Evaluate the control risk within an organisation’s accounting systems Element 26 Co-ordinate the delivery of statutory audit evidence Element 27 Evaluate evidence collected for a statutory audit Element 28 Make judgements about the truth and fairness of an organisation’s financial statements Element 29 Review the performance of a statutory audit Element 30 Advise on the findings and implications of the audit Element 31 Prepare a formal audit report K K K K Mark (X) Unit A Compute tax payable Unit B Develop plans for tax liabilities KEY AREA 3 Taxation Element 20 Compute the tax payable by the client/organisation Element 21 Negotiate with the tax authorities Element 22 Advise on tax liabilities and payments Element 23 Assist clients/management with tax planning K K K PAGE 8 Unit A Advise on information systems to meet requirements Unit B Specify information systems to meet identified requirements Unit C Install information systems to meet requirements KEY AREA 8 Manage Information Systems Element 53 Identify information system requirements Element 54 Assist in establishing structures to deliver information systems Element 55 Contribute to the design of information systems Element 56 Manage the system specification Element 57 Implement information systems which meet requirements Element 58 Review and evaluate implemented information systems Unit A Develop and maintain effective and ethical relationships Unit B Recruit and develop people Unit C Prioritise own ongoing personal and professional development Unit D Lead others to achieve objectives KEY AREA 9 Manage People Unit A Contribute to formulating business strategy and objectives Unit B Contribute to developing products and services Unit C Monitor and maintain the quality of service to customers KEY AREA 7 Business Growth and Development Element 44 Assist in formulating business strategy Element 45 Assist in the setting of business targets and objectives Element 46 Develop plans to achieve business targets and objectives Element 47 Identify and evaluate new ideas for products and services Element 48 Contribute to the identification of changes to products and services Element 49 Define and implement plans for the introduction of changes to products and services Element 50 Specify customer service standards and policies Element 51 Implement and monitor customer service standards and policies Element 52 Promote continuous quality improvement in products, services and processes K Mark (X) K K K M M M M PRACTICAL EXPERIENCE Element 59 Develop and maintain effective and ethical business relationships Element 60 Develop and maintain effective and ethical relationships with colleagues Element 61 Identify personnel requirements and role specifications Element 62 Recruit and select teams and individuals Element 63 Develop teams and individuals Element 64 Maintain an awareness and understanding of changes affecting the profession Element 65 Demonstrate a commitment to own ongoing personal and professional development Element 66 Identify and agree objectives and methods to deliver required outcomes Element 67 Delegate activities to teams and individuals Element 68 Monitor the work of others PAGE 9 We need to receive an up-to-date reference(s), preferably from your current or most recent employer, in support of your application for membership. In some cases we will need just one reference. In other cases we will need two references. Exceptionally, we may need more than two references. You will need to provide just one reference in circumstances where: • your referee can confirm that you have obtained three years of relevant practical experience under his/her supervision; and • he/she has been your supervisor at your current or most recent employer. If you cannot provide the name of a single referee who meets the above criteria, you will need to provide the names of two (or more) referees: • who between them can confirm that you have obtained three years of relevant practical experience under their supervision; and • at least one of whom has been your supervisor at your most recent employer. It is preferable that each referee should be an ACCA member, or a member of another professional accountancy body, who will have an understanding of the practical experience requirements for becoming a member of ACCA. However, this is not compulsory. Furthermore, in circumstances where you are the most senior member of accountancy staff in your organisation, it is acceptable for your organisation’s auditor to provide you with a reference. If you cannot contact your referee(s) to confirm your full three years’ experience, please submit your completed Student Training Record or confirmation of employment letters/testimonials. ACCA reserves the right to request additional information as deemed necessary. You are advised to send to your referee(s) one of the reference forms attached to the end of this application form. Where possible, to avoid delays in processing your application, these completed references should be submitted with this application form. Additional copies of the reference form can be downloaded from the ACCA website. First Referee Name Title () Mr Mrs Miss Ms Dr Other (please specify) Address Tel Fax Job Title/Occupation This referee can confirm that I have obtained three years of relevant practical experience. Yes No (If you have ticked ‘No’, please provide the name and contact details of a further referee(s). Remember that, between them, your referees must be able to confirm that you have obtained three years of relevant practical experience.) I have contacted this referee to ask him/her to send a reference to ACCA. Yes Second Referee (if required) Name Title () Mr Mrs Miss Ms Dr Other (please specify) Address Tel Fax Job Title/Occupation I have contacted this referee to ask him/her to send a reference to ACCA. Yes Please continue on a separate sheet if you need to provide details of further referee(s). REFERENCE REQUIREMENTS DECLARATION PAGE 10 THIS PAGE MUST BE COMPLETED BY ALL APPLICANTS I confirm that the information contained in this form is true, accurate and complete to the best of my knowledge and belief. I understand that any false or misleading statement in this form could lead to disciplinary action being taken against me and/or may invalidate any decision reached on this application. I have read bye-law 8, liability to disciplinary action, at the back of this form, and there is nothing I should bring to ACCA’s attention at the present time. I understand that the UK Rehabilitation of Offenders Act 1974 does not apply to the accountancy profession, and that I am, therefore, required to disclose spent convictions. If this is an application for full membership, I undertake, that if admitted as a member I will, so long as I remain a member of ACCA, abide by the bye-laws and all regulations made thereunder. I further undertake that I will use the designation “Chartered Certified Accountant” and the designatory letters “ACCA” (or “FCCA” when I become a fellow) only while I remain a member of ACCA. I acknowledge my duty to maintain the quality of my knowledge and will undertake adequate continuing professional development as directed by Council and specified in the Chartered Certified Accountants’ Membership Regulations. I understand that I will be invoiced for the admission fee (£170 in 2006) on the acceptance of my application. If this is an application for an affiliate certificate, I undertake that I will notify ACCA as soon as I have obtained three years of practical experience and will apply for full membership. I further undertake that I will not, in any context, claim or otherwise imply that I am a member of ACCA and will not use ACCA’s designation or designatory letters. Signature Date CHECKLIST Applicants applying for full membership Please ensure you have: Completed pages 2 – 5 Completed pages 6 – 8 (detailing 12 Technical and all 4 Mandatory Management elements) Submitted any further supporting documentation ie confirmation of employment letters/testimonials Requested/attached your up-to-date reference(s) confirming your three years’ practical experience Signed the Declaration above. Applicants applying for Affiliate Status Please ensure you have: Indicated a date when you expect to have obtained three years of relevant practical experience – page 1 Completed the Personal details section – pages 2 – 4 Completed the Employment history sections – page 5 Signed the Declaration above. BYE-LAW 8. LIABILITY TO DISCIPLINARY ACTION PAGE 11 a A member, relevant firm or registered student shall, subject to bye-law 11, be liable to disciplinary action if: i he or it, in the course of carrying out his or its professional duties or otherwise, has been guilty of misconduct; ii he or it has performed his or its professional work or conducted his or its practice, or (in the case of a member or registered student) performed the duties of his employment, improperly, inefficiently or incompetently to such an extent or on such number of occasions as to bring discredit to himself or itself, to the Association, or to the accountancy profession; iii he or it has committed any breach of these bye-laws or of any regulations made under them in respect of which he or it is bound; iv in the case of a relevant firm, any person has in the course of the business of that firm committed any breach of these bye-laws or of any regulations made under them in respect of which that person is bound; v he is a specified person in relation to a relevant firm against which a disciplinary order has been made and which has become effective or which has been disciplined by another professional body or pursuant to some other disciplinary process; vi he or it has been disciplined by another professional body or pursuant to some other disciplinary process; vii he or it has made an assignment for the benefit of creditors, or has made an arrangement for the payment of a composition to creditors, or has had an interim order made by the court in respect of him, or is a specified person in relation to a relevant firm which has made such an assignment or composition or been wound up as an unregistered company, or entered into a voluntary arrangement, administration or liquidation, in each case where applicable under the Insolvency Act 1986, or other similar or analogous event has occurred in relation to him or it under applicable legislation; or viii he or it has failed to satisfy a judgment debt without reasonable excuse for a period of two months (and the fact that he or it did not have sufficient funds to discharge the debt shall not be a reasonable excuse for this purpose) whether or not the debt remains outstanding at the time of the bringing of the disciplinary proceedings hereunder. b Each of the paragraphs in bye-law 8(a) shall be without prejudice to the generality of any of the other paragraphs therein. c For the purposes of bye-law 8(a), misconduct includes (but is not confined to) any act or default likely to bring discredit to the member, relevant firm or registered student in question. The fact that a member, relevant firm or registered student has before a court of competent jurisdiction in the United Kingdom or in a superior court of any country whose judgments are in the opinion of Council (or relevant committee of Council) relevant, pleaded guilty to or been found guilty of any offence discreditable to him or, as the case may be, it, or derogatory to the Association or the accountancy profession or has in any civil proceedings before any court of competent jurisdiction in the United Kingdom or in a superior court of any country whose judgments are enforceable in the United Kingdom been found to have acted fraudulently or dishonestly, shall be conclusive proof of misconduct. In deciding whether a member, relevant firm or registered student has been guilty of misconduct, regard may be had to any code of practice, ethical or technical, adopted by the Council, and to any regulation affecting members, relevant firms or registered students laid down or approved by the Council. ACCA 2 Central Quay 89 Hydepark Street Glasgow G3 8BW United Kingdom tel: +44 (0)141 582 2000 / fax: +44 (0)141 582 2222 / www.accaglobal.com The Association of Chartered Certified Accountants To: Date: Reference required for: ACCA registration number: Dear Referee REFERENCE The above named has applied for membership of ACCA and has nominated you as a referee. In addition to completing our examinations, applicants must satisfy ACCA that their practical experience has been of a scope and character appropriate to a professional qualification. We should be grateful, therefore, if you would let us have your comments in this regard. You may either complete and return the form on the reverse of this letter or send a separate letter, taking into account the points covered in the form, as you prefer. The applicant’s application for membership cannot be approved until this reference is received, so we would be grateful if you would reply as soon as possible. We should like to thank you in advance for your assistance. Please do not hesitate to contact ACCA on +44 (0)141 582 2000 if you have any questions regarding this matter. PRIVATE AND CONFIDENTIAL PLEASE COMPLETE IN BLOCK CAPITALS Reference for: ACCA registration number (please refer to the covering letter for this number): 1 Dates of employment: Start date: Finish date: 2 Applicant’s job title(s) while employed by your company/organisation/firm: 3 Did the applicant normally report to you? Yes No If no, please confirm your relationship to the applicant: 4 Please give details of the accountancy duties and other responsibilities undertaken by the applicant: 5 Please give your assessment of the applicant’s skills and attributes by ticking the relevant boxes below: Excellent Good Satisfactory Poor Skill and competence in accountancy Extent to which a professional approach to work was developed Ability to communicate Ability to show initiative Ability to exercise judgement 6 What would you say were the applicant’s main strengths? 7 In which areas would you say the applicant needs to develop? 8 Please use the space below to provide any additional comments or information that you feel would be helpful: Your name: Signature: (It is important that this reference letter should be signed in your name and not in the name of the company/organisation/firm.) Your job title: Company/organisation/firm name where you supervised the applicant: Professional qualification(s), if applicable: Once completed, please return to ACCA 2 Central Quay 89 Hydepark Street Glasgow G3 8BW United Kingdom PRIVATE AND CONFIDENTIAL ACCA 2 Central Quay 89 Hydepark Street Glasgow G3 8BW United Kingdom tel: +44 (0)141 582 2000 / fax: +44 (0)141 582 2222 / www.accaglobal.com The Association of Chartered Certified Accountants To: Date: Reference required for: ACCA registration number: Dear Referee REFERENCE The above named has applied for membership of ACCA and has nominated you as a referee. In addition to completing our examinations, applicants must satisfy ACCA that their practical experience has been of a scope and character appropriate to a professional qualification. We should be grateful, therefore, if you would let us have your comments in this regard. You may either complete and return the form on the reverse of this letter or send a separate letter, taking into account the points covered in the form, as you prefer. The applicant’s application for membership cannot be approved until this reference is received, so we would be grateful if you would reply as soon as possible. We should like to thank you in advance for your assistance. Please do not hesitate to contact ACCA on +44 (0)141 582 2000 if you have any questions regarding this matter. PLEASE COMPLETE IN BLOCK CAPITALS Reference for: ACCA registration number (please refer to the covering letter for this number): 1 Dates of employment: Start date: Finish date: 2 Applicant’s job title(s) while employed by your company/organisation/firm: 3 Did the applicant normally report to you? Yes No If no, please confirm your relationship to the applicant: 4 Please give details of the accountancy duties and other responsibilities undertaken by the applicant: 5 Please give your assessment of the applicant’s skills and attributes by ticking the relevant boxes below: Excellent Good Satisfactory Poor Skill and competence in accountancy Extent to which a professional approach to work was developed Ability to communicate Ability to show initiative Ability to exercise judgement 6 What would you say were the applicant’s main strengths? 7 In which areas would you say the applicant needs to develop? 8 Please use the space below to provide any additional comments or information that you feel would be helpful: Your name: Signature: (It is important that this reference letter should be signed in your name and not in the name of the company/organisation/firm.) Your job title: Company/organisation/firm name where you supervised the applicant: Professional qualification(s), if applicable: Once completed, please return to ACCA 2 Central Quay 89 Hydepark Street Glasgow G3 8BW United Kingdom ACCA 2 Central Quay 89 Hydepark Street Glasgow G3 8BW United Kingdom tel: +44 (0)141 582 2000 fax: +44 (0)141 582 2222 www.accaglobal.com The Association of Chartered Certified Accountants |
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