Document library
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Charter
Charter only of the Institute and Faculty of Actuaries NOW THEREFORE, We having taken the said Petition into Our Royal consideration in Our Council and being satisfied that the intentions of the Petitioners are laudable and deserving of encouragement ... read more >>
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Rules
Rules only of the Institute and Faculty of Actuaries Rules Allocation to constituencies 1. Voting members shall be members of the Scottish constituency if any of the following criteria are met: a. They were at the time of establishment of ... read more >>
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Chapter 4: Rules for functional executive committees reporting to the Management Board
The Actuarial Profession The Governance of the Profession – Framework, Rules and Guidance Chapter 4 Rules for functional executive committees reporting to the Management Board Authority and general responsibilities of functional executive ... read more >>
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Chapter 5: Rules for specialist committees reporting to the Management Board
Chapter 5 of the governance manual The Actuarial Profession The Governance of the Profession – Framework, Rules and Guidance Chapter 5: Rules for the Scottish board and specialist committees reporting to the Management Board Authority and general ... read more >>
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Institute and Faculty of Actuaries (2010), Disciplinary Scheme, London: Institute and Faculty of Actuaries
This is the Disciplinary Scheme for members of the Institute and Faculty of Actuaries which took effect on 1 August 2010. 1 INSTITUTE AND FACULTY OF ACTUARIES DISCIPLINARY SCHEME DISCIPLINARY SCHEME REFERRED TO IN RULE 20 (Effective 1 August ... read more >>
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Chapter 3: Arrangements related to the Management Board
Chapter 3 of the governance manual 1 The Actuarial Profession The Governance of the Profession – Framework, Rules and Guidance Chapter 3 Arrangements related to the Management Board Authority and responsibilities 1. The Management Board has ... read more >>
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Chapter 6: Rules for individuals engaged in Profession's activities
Chapter 6 of the governance manual 1 The Actuarial Profession The Governance of the Profession – Framework, Rules and Guidance Chapter 6: Rules for individuals engaged in the Profession’s activities 1. One of the Profession’s great strengths is the ... read more >>
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Chapter 7: The Professional Community
Chapter 7 of the governance manual 1 The Actuarial Profession The Governance of the Profession – Framework, Rules and Guidance Chapter 7 The Professional Community 1. This chapter details the arrangements for the management of and support for the ... read more >>
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Chapter 9: The working relationship between volunteers and staff
Chapter 9 of the governance manual 1 The Actuarial Profession The Governance of the Profession – Framework, Rules and Guidance Chapter 9 The working relationship between volunteers and staff Introduction 1. One of the Profession’s strengths is the ... read more >>
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Chapter 10: Rules for financial management
Chapter 10 of the governance manual The Actuarial Profession The Governance of the Profession – Framework, Rules and Guidance Chapter 10 Rules for financial management Introduction 1. This chapter describes the Profession’s budget setting and ... read more >>
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Chapter 11: The Profession's planning and budget process
Chapter 11 of the governance manual 1 The Actuarial Profession The Governance of the Profession – Framework, Rules and Guidance Chapter 11 The Profession’s planning and budget process Introduction 1. This chapter: Defines the Profession’s ... read more >>
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Chapter 13: Internal controls
Chapter 13 of the governance manual The Actuarial Profession The Governance of the Profession – Framework, Rules and Guidance Chapter 13 Internal Controls Delegation 1. As detailed in chapter 1, the overall objectives of the Profession are agreed by ... read more >>
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Chapter 14: Guidance on meeting management
1 The Actuarial Profession The Governance of the Profession – Framework, Rules and Guidance Chapter 14: Guidance on meeting management The guidance in this chapter is recommended practice – decisions made at a meeting may not be challenged solely on ... read more >>
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Chapter 15: Style guide: agendas, supporting papers and minutes
Chapter 15 of the governance manual 1 The Actuarial Profession The Governance of the Profession – Framework, Rules and Guidance Chapter 15 Style guide: agendas, supporting papers, and minutes The guidance in this chapter is recommended practice – ... read more >>
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Chapter 16: Policy and guidelines on volunteers' expenses
Chapter 16 of the governance manual 1 The Actuarial Profession The Governance of the Profession – Framework, Rules and Guidance Chapter 16 Policy and guidelines on volunteers’ expenses Introduction 1. This chapter details the policy and guidelines ... read more >>
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Board for Actuarial Standards Exposure Draft: Transformations
The Profession's response to the BAS Exposure Draft on the Transformations Technical Actuarial Standard Consultation response Board for Actuarial Standards Exposure Draft: Transformations August 2010 Dear Louise, ... read more >>
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Institute and Faculty of Actuaries (2010), Guidelines for disciplinary tribunal panels and appeal tribunal panels on the award of costs
The Actuarial Profession The Disciplinary Board GUIDELINES FOR DISCIPLINARY TRIBUNAL PANELS AND APPEAL TRIBUNAL PANELS ON THE AWARD OF COSTS (Version 1.3 September 2010) Where this document refers to the Institute and Faculty of Actuaries it ... read more >>
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Institute and Faculty of Actuaries (2010), Guidelines for panel members on the civil standard of proof (version 3.0, August 2010)
1 The Disciplinary Board GUIDELINES FOR PANEL MEMBERS ON THE CIVIL STANDARD OF PROOF (Version 3.0 August 2010) The Civil Standard of Proof 1. Rule 1.4 of the Institute and Faculty of Actuaries’ Disciplinary Scheme states: “In all ... read more >>
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Institute and Faculty of Actuaries (2010), Arrangements for the manner in which certain decisions and determinations under the disciplinary schemes shall be published (version 5.0)
The Disciplinary Board ARRANGEMENTS FOR THE MANNER IN WHICH CERTAIN DECISIONS AND DETERMINATIONS UNDER THE DISCIPLINARY SCHEMES SHALL BE PUBLISHED (Version 5.0) 1. The Disciplinary Board oversees the monitoring of the Profession’s disciplinary ... read more >>
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Chapter 1: Governance framework
Chapter 1 of the governance manual The Actuarial Profession The Governance of the Profession – Framework, Rules and Guidance Chapter 1: Governance Framework Note: in this manual, the term ‘The Actuarial Profession’ (usually shortened to ‘the ... read more >>