Fillable Application for ACCA membership (ACCA Global)

Fill Online, Printable, Fillable, Blank Application for ACCA membership (ACCA Global) Form

Use Fill to complete blank online ACCA GLOBAL pdf forms for free. Once completed you can sign your fillable form or send for signing. All forms are printable and downloadable.

Application for ACCA membership (ACCA Global)

On average this form takes 22 minutes to complete

The Application for ACCA membership (ACCA Global) form is 6 pages long and contains:

  • 0 signatures
  • 63 check-boxes
  • 57 other fields

Country of origin: UK
File type: PDF

Use our library of forms to quickly fill and sign your ACCA Global forms online.

BROWSE ACCA GLOBAL FORMS

Related forms
Fill has a huge library of thousands of forms all set up to be filled in easily and signed.
Fill in your chosen form
Sign the form using our drawing tool
Send to someone else to fill in and sign.
find another form
 
Application for ACCA membership
REGISTRATION NUMBER
In order to meet ACCA’s membership requirements you must have:
• Completed the ACCA Qualification exams.
• Demonstrated effectiveness and achievement in the workplace by meeting ACCA’s performance objectives having had your work
overseen and agreed by a practical experience supervisor.
• Achieved 36 months of relevant supervised experience.
• Completed the Professional Ethics module or Ethics and Professional Skills module
ACCA will already hold information relating to your practical experience if you have been updating your My Experience record via
myACCA.
Please indicate here if you have completed your experience with a gold or platinum level ACCA Approved Employer and are
claiming the performance objective exemption.
Please provide the name of your Approved Employer
If you are claiming the performance objective exemption on the basis of working for a platinum or gold level ACCA Approved
Employer (trainee development stream) you will be required to complete and return an Approved Employer performance objective
exemption form along with your application. This can be downloaded from https://www.accaglobal.com/content/dam/ACCA_Global/
Employers/approved-employer/PER-confirmation-form.pdf. Please retain a copy of this form in case it is required to validate your
membership application.
ACCA retains the right to independently seek verification from the Approved Employer.
Please indicate here if any of your practical experience has been achieved in a lecturing role.
Please indicate here if any of your practical experience has been achieved in a part-time role.
When completed, please return this form to members@accaglobal.com
MA 2021
2
PERSONAL DETAILS
Forename(s)
Surname
Date of birth (DD MM YYYY)
Honours (classification)
NEW RESIDENTIAL ADDRESS
Number/Street
Town/City
County/State
Postcode Country
Mobile tel no (incl area code)
NEW BUSINESS ADDRESS
Job title
Company name
Number/Street
Town/City
County/State
Postcode Country
Business tel no (incl area code)
Please indicate the address to which you wish your ACCA correspondence to be sent:
Residential
Business
Do you wish your town and country of residence to appear in the online Directory of members?:
Yes
No
PLEASE COMPLETE THE FOLLOWING SECTIONS ONLY IF YOUR DETAILS ARE DIFFERENT FROM THOSE CURRENTLY HELD
BY ACCA.
3
COMMUNICATIONS, MARKETING AND DATA PROTECTION
Receiving communications from ACCA
This section sets out certain information and options on how ACCA may communicate with you, the types of information ACCA may
send to you and the extent to which ACCA will discuss your details with certain third parties.
Email address
Your email address will be used for outbound emails. It must be unique to you and not shared. It is your responsibility to ensure that
your email address is correct. ACCA will not accept responsibility for emails being sent to email addresses which are no longer used,
which are incorrectly formatted, or which are publicly available.
Email
Communication methods
ACCA may communicate with you by e-communications (including email and SMS), phone or by post using the contact details
pr
ovided by you. E-communications are ACCA’s preferred method of sending publications, promotional information and updates, and
affiliate/member account correspondence.
Please choose one of the following options:
I would like to receive all correspondence from ACCA by paper
I would like to receive all correspondence from ACCA by e-communications (including my affiliate/member account correspondence)
I would like to receive publications and promotional information and updates by e-communications but still receive my affiliate/
member account correspondence by paper.
ACCA employers
ACCA often communicates with employers to discuss improvements and ways in which ACCA can provide enhanced support for
members and students. When communicating with employers it is often helpful to provide a list of ACCA members and trainees who
are working at that company. Do you agree to your details being passed to employers as described above?
Yes
No
Third party promotional material
ACCA would like to keep you informed of products and services from third party organisations that may be of interest, relevance or
benefit to you in your studies and career development. All third party organisations are strictly vetted and the mailing/email list is never
supplied directly to them. All campaigns are carried out by ACCA or an ACCA approved agency. Do you agree to your details being
passed to third party organisations as described above?
Yes
No
Data protection
ACCA may use your personal data provided on this form for the purposes of:
• membership administration
• sending you publications and other communications
• responding to enquiries and investigating complaints
• if you are a dual or multi-qualified member, we may share details with your other professional association(s)
• complying with our regulatory obligations.
Once approved as a member, you can update your information through your myACCA account at any time. ACCA may share information
with suppliers and our auditors. If you are a dual or multi-qualified member, or applying for a joint scheme, ACCA may share details with
your other professional associations(s). Please note that for individuals based outside the UK, your information will be held in ACCA’s
main information systems which are located in the EU and may be accessed by ACCA’s local office in your country of residence. ACCA
processes information within the EU, but may also transfer data outside of the EU as part of its operations and service delivery.
For residents of China
By filling in this form and ticking the box, I give my consent that ACCA can collect, use, transfer and share the personal information
I have entered according to ACCA’s privacy notice, to process and contact me about industry news, events, career tips and other
information relevant to their qualification or to me via the official email address, our monthly e-magazine, potential and relevant
events/activities information.
You can update your information or opt-out from communication at any point by contacting us. ACCA may share information with
suppliers and auditors. Please note that for individuals based outside the UK, your information will be held in ACCA‘s main information
systems which are located in the EU and maybe accessed by ACCA’s local office in your country of residence. ACCA processes
information within the EU, but may also transfer data outside the EU as part of its operations and service delivery.
For more information on how your information and rights are respected, please see our privacy notice (https://cn.accaglobal.com/
privacy/policy.html) or contact privacy@accaglobal.com
4
Which best describes your organisation?
National organisation
Presence in 2–10 countries
Multinational organisation
PUBLIC PRACTICE
Please indicate here if you work in public practice.
Please indicate here if you sign or produce any accounts or report or certificate or tax return concerning any persons/organisations
financial affairs that may be relied upon by a third party.
Nature of firm
If all of the partners/directors are members of ACCA, 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 and 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.
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
AAPA
Other (specify)
Job category
Which one of the categories below best describes your work?
General practising services
OR specialising in:
Audit
Insolvency
Taxation
Management consultancy
Information technology
Other (specify)
Number of partners/dir
ectors
Sole practitioner
2–3
4–6
7–9
10–99
100+
Note on obtaining a practising certificate
If you wish to use up to one year of your pre-membership experience towards your eligibility for an ACCA practising certificate or
ACCA practising certificate and audit qualification the experience should be obtained in an ACCA Approved Employer – practising
certificate development and your workplace mentor must be the training principal or partner. For an ACCA practising certificate and
audit qualification your workplace mentor or training supervisor must be an audit principal and your experience must be documented
in a Practising Certificate Training Record. ACCA reserves the right to request additional information as deemed necessary.
INDUSTRY, COMMERCE OR PUBLIC SECTOR
If you work in industry, commerce or public sector cross this box.
Business category
Which one of the categories below best describes your employment?
Retail/Consumer
Energy and utilities
Manufacturing/Industry/Engineering
Transport/Distribution
Professional services
IT/Communications
Pharmaceuticals/Healthcare
Leisure/Tourism/Travel
Banking
Insurance/Investment
Education
Local government
National government
Not for profit
Health
Other (specify)
EMPLOYMENT CATEGORY
MEMBERS’ NETWORK
A member in the UK or Ireland will be enrolled with the members’ network covering his/her residential address, which will involve
receiving mailings directly from that members’ network.
A member in the United Kingdom or Ireland will be enrolled with the members’ network covering his/her employment category, which
will involve receiving mailings directly from that network.
This adds value to being an ACCA member by making it easier for you to connect with other members locally or within your sector and
to hear about relevant events that you may be interested in attending.
At anytime you can update your details regarding member networks allocation through your myACCA account.
5
Job category
Which one of the categories below best describes your work?
Internal auditing
General management
Data processing/Management
Management accounting
Company secretarial
Taxation
Financial management/Treasurership
Financial accounting
Other (specify)
Number of people in organisation
1–10
11–50
51–250
251–2000
2001+
NOT EMPLOYED
If you are not employed please cross this box.
I understand that when transferring to membership, I could become liable to disciplinary action for events which engage ACCA
Byelaw 8, liability to disciplinary action, which occurred before or after I transfer (read Notes section below now).
I confirm I have now read the Notes section below and:
• I understand that as a member of ACCA I must adhere and keep updated with the ACCA rulebook at all times. This is available
online at http://www.accaglobal.com/rulebook
• I understand that if I fail to declare an event which may engage Byelaw 8, or if I provide any false or misleading statement in this
form, I may face disciplinary action which may involve an allegation of dishonest conduct, and may also invalidate any decision
reached in this application;
• I understand while I am a member of ACCA I will promptly notify ACCA in writing about any event which may engage Byelaw 8;
• I agree to comply with ACCA’s Charter, Byelaws, Regulations and Code of Ethics and Conduct;
• I have not been subject to any criminal conviction and/or caution;
• I have not been disciplined by any professional body and/or regulator;
• I have not been subject to any other matters which may engage Byelaw 8 that have not already been brought to the attention of
ACCA’s Assessment or Investigations Department in writing;
• I understand that the UK Rehabilitation of Offenders Act 1974 does not apply to me (as it does not apply to the professions of
chartered accountant, certified accountant) and that I am required to disclose all convictions and/or cautions, including those that
are spent, provided that they are not ‘protected’ as defined by the Rehabilitation of Offenders Act 1974 (Exceptions) Order 1975 (as
amended in 2013). The amendments to the Exceptions Order 1975 (2013) provide that certain spent convictions and cautions are
‘protected’ and are not subject to disclosure;
• I understand that any matters which I have disclosed to ACCA which engage Byelaw 8 will be taken into account when dealing with
my application, but that the matters may not automatically stop me transferring to membership;
• I confirm and declare I have included everything ACCA needs to know, and there is nothing else I should bring to ACCA’s attention
at the present time.
I further undertake that I will only 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 understand that if I engage in any public practice activities or hold
myself out to do so (as defined by The Chartered Certified Accountants Global Practising Regulations 3 and 4) as a director, partner,
LLP member or principal in an accountancy practice, I will need to hold an ACCA practising certificate or arrange to be placed on
ACCA’s register of practitioners.
I understand that ACCAs definition of public practice extends beyond audit to incorporate all types of work generally associated with
an accountancy practice, such as producing accounts, tax returns, but excluding book keeping services, and requires me to hold an
ACCA practicing certificate.
I understand that if I provide external accountancy services as defined by CCAB guidance (which includes book keeping/payroll
services or any service which involves the recording, review, analysis, calculation or reporting of financial information, and which is
provided under arrangements other than a contract of employment), I must be registered for anti-money laundering supervision with
HM Revenue and Customs or another Professional Body Supervisor recognised for such purposes prior to provision of such services.
NB: Members outside the UK should check what local obligations they may have regarding anti-money laundering supervision.
I have read, understood and checked my position against the factsheet: Am I in public practice? https://www.accaglobal.com/content/
dam/ACCA_Global/Members/Forms/Am%20I%20in%20Public%20Practice.pdf
I acknowledge my duty to the public to ensure that the quality of my knowledge and service is maintained after qualification. I therefore
accept my responsibility to undertake adequate continuing professional development as directed by Council and specified in the
Chartered Certified Accountants’ Membership Regulations.
I consent to ACCA processing my personal data as described under the Communications, Marketing and Data Protection section.
DECLARATION
6
ADDITIONAL NOTES
As a guideline, ACCA considers full-time work experience to be 140 hours per month. 1,540 hours of part-time work equates to
12 months of full-time work experience. This discounts annual leave etc. If any of your relevant experience has been achieved in a
part-time role please enclose a breakdown of the hours worked together with your application.
Up to 12 months’ lecturing experience can count towards the PER for membership. The lecturing experience must be at a level at
least equivalent to the Fundamentals level of the ACCA Qualification and cover basic accounting, business studies and finance-
related subjects. If any of your relevant experience has been achieved in a lecturing role please enclose detail of the subjects and
level taught together with your application.
If you work in public practice and you sign or produce any accounts or report or certificate of tax return concerning any person’s/
organisation’s financial affairs that may be relied upon by a third party please enclose a current job description together with your
application. Any member must hold an ACCA practising certificate if they undertake work falling within ACCA’s definition of public
practice in a designated territory or in a country of jurisdiction that, according to local legislative and/or regulatory requirements,
requires an ACCA practising certificate. This is the case even if a licence to practise is held from another body. Any member who is
carrying on public practice in a country or jurisdiction where an ACCA practising certificate is not required must notify ACCA and
be placed on a register of ACCA practitioners. Such members must confirm that they have complied with any local legislative and/
or regulatory requirements to be eligible to carry on public practice.
I agree to pay the membership admission fee (258GBP in 2021) and understand that I will be invoiced for this amount on successful
conversion to ACCA membership. I am aware that non-payment of sums due to ACCA may lead to removal from the register of
ACCA members. Payment can be made via your online myACCA account when you have successfully transferred to ACCA membership.
Notes: ACCA Byelaw 8 sets out the details of the events which could lead to disciplinary action. These events include (but are not limited
to) the following: Incompetence in carrying out work; breach of ACCA Byelaws or Regulations; disciplinary action against you by another
professional body or regulatory body; entering a voluntary arrangement, administration or insolvency; failure to satisfy a judgment debt
without reasonable excuse within two months; criminal conviction and/or caution; civil finding of acting fraudulently or dishonestly as a
party or witness in civil proceedings; misconduct – this includes (but is not limited to) any act or omission which brings, or is likely to bring,
discredit to you, a relevant firm, ACCA or the accountancy profession. Please note that hearings of ACCA’s Disciplinary Committee shall
be open to the public and all orders and findings shall be publicised unless the Committee determines otherwise.
Signature
Date
1
If you have any queries as to whether your current work constitutes public practice, please contact ACCA’s Authorisation Department on +44 (0)141 534 4175 or via
authorisations@accaglobal.com
Download
Save PDF to desktop
Email
Email completed PDF
Send for Signing
Email for others to sign
Print
Print document
Choose a Field
Click on a field and
select the person that should complete it
Want to add a signature?
You can add a signature field
and assign it to someone else
to sign
Choose a Field
Click on a field and
select the person that should complete it

Application for ACCA membership (ACCA Global)

This document is locked as it has been sent for signing.

You have successfully completed this document.

Other parties need to complete fields in the document. You will recieve an email notification when the document has been completed by all parties.

This document has been signed by all parties.

Completed 25 May 2021

Message

View Audit Log
Print With Audit Log
Duplicate Document