Document library
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- Author:
- Expert Witness Working Party
The Actuary as an Expert : Questionnaire
About You Are you a member of the IFoA? If yes, which category of membership? Do you want your name to remain confidential? Do you want your comments to remain confidential? About your organisation Do you want the name of your organisation to ... read more >>
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- Author:
- Expert Witness Working Party
The Actuary as an Expert : Consultation Package
APS X3 : The Actuary as an Expert by the Regulation Board Exposure Draft ED31 Consultation paper Publication Date: 9 October 2013 Closing date: 9 December 2013 2 Contents 1 Background to the consultation 3 2 Questions 5 3 How to ... read more >>
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- Author:
- Expert Witness Working Party
The Actuary as an Expert : Draft Guide for actuaries
Providing expert opinion: A guide for actuaries Guidance for APS X3: The Actuary as an Expert by the Regulation Board October 2013 2 Contents Introduction 3 1. The Guide – purpose 3 2. Application 4 3. Initial ... read more >>
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- Author:
- Expert Witness Working Party
The Actuary as an Expert: Exposure Draft ED31 - Draft APS X3
APS X3: (DRAFT)The Actuary as an Expert Version 1.0 1 Exposure Draft ED31 of APS X3: The Actuary as an Expert Author: Regulation Board Status: To be approved under the Standards Approval Process Version: 1.0, effective [Xx 2014] ... read more >>
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- Author:
- Expert Witness Working Party
The Actuary as an Expert: Consultation paper
APS X3 : The Actuary as an Expert by the Regulation Board Exposure Draft ED31 Consultation paper Publication Date: 9 October 2013 Closing date: 9 December 2013 2 Contents 1 Background to the consultation 3 2 Questions 5 3 How to ... read more >>
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- Author:
- Regulation Board
Conflicts of Interest: A Guide for Employers of Actuaries
This guide is to help employers of actuaries understand the obligations that actuaries have as regards identifying and addressing conflicts of interest, as it may be necessary for employers to take these into account when considering their own ... read more >>
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- Author:
- Institute and Faculty of Actuaries
The Actuaries' Code (October 2009)
The Actuaries’ Code A modern statement of principles for a growing profession Version 1.0 (October 2009) The Code, which came into force on 1 October 2009, sets out 5 core principles which actuaries are expected to observe in their ... read more >>
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- Author:
- Disciplinary Board, the Institute and Faculty of Actuaries
Disciplinary Board Minutes of Meeting 21 May 2013
Minutes of a Disciplinary Board meeting held 21 May 2013 Page 1 of 4 The Institute and Faculty of Actuaries MINUTES for a meeting of the Disciplinary Board held on Tuesday 21 May 2013 at Staple Inn, London starting at 10.30 am ... read more >>
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- Author:
- Standards Review Committee
Professional Standards Directory Update 30
Professional Standards Directory Update 30 26 September 2013 PROFESSIONAL STANDARDS DIRECTORY - Update 30 (Actuaries’ Code) The Professional Standards Directory can be found here. It is designed to permit members and others to access ... read more >>
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- Author:
- Professional Regulation Executive Committee
Professional Regulation Executive Committee (2012). Conflicts of Interest: A Note for Pension Scheme Trustees. Edinburgh: Institute and Faculty of Actuaries version 1.1
This Note for Pension Scheme Trustees is designed to assist actuaries in explaining to trustee boards the professional obligations which fall on them. Additionally, it is to assist trustee boards in exploring with their actuary the kinds of conflicts ... read more >>
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- Author:
- Professional Regulation Executive Committee
Professional Regulation Executive Committee (2012). Conflicts of Interest: A Guide for Actuaries. Edinburgh: Institute and Faculty of Actuaries version 1.1
This Guide for Actuaries is designed to assist actuaries in all practice areas to think about, identify and manage conflicts of interest which they may face in their working lives. This version is version 1.1 which was in November 2012 and is ... read more >>
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- Author:
- Regulation Board
- Source:
- Conflicts of Interest Question Bank
Conflicts of Interest Question Bank
Resource material to assist with understanding the practical application of the changes to the Conflicts of Interest provisions introduced by the new amended APS P1, but also in relation to other conflicts-related queries which the Institute and Faculty of ... read more >>
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- Author:
- Institute and Faculty of Actuaries
- Source:
- Recognised Professional Body Bulletin
Recognised Professional Body Bulletin: Effective Complaints Procedures
Compliance Bulletin reminding licensed firms of their continuing obligations regarding the investigation of all complaints relating to the conduct of their investment business during the period that they were licensed by the Institute and Faculty of ... read more >>
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- Author:
- Fiona Goddard, Professional Regulation Manager
Professional Skills Training - Introduction
Professional Skills Training for Experienced Members Conflicts of Interest 2013-2014 July 2013 CONTENTS The Institute and Faculty of Actuaries Professional Skills Training (1 – 5) Conflicts of Interest Useful Resources July 2013 The Institute ... read more >>
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- Author:
- Disciplinary Board, the Institute and Faculty of Actuaries
Disciplinary Board Minutes of Meeting 12 February 2013
Minutes of a Disciplinary Board meeting held 12 February 2013. Page 1 of 3 The Institute and Faculty of Actuaries MINUTES of a meeting of the Disciplinary Board held on Tuesday 12 February 2013 at Staple Inn, London starting at 10.30 am ... read more >>
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- Author:
- Mark Walters
- Source:
- Adjudication Panel
Institute and Faculty of Actuaries (2013). Determination report for adjudication panel 29 May 2013, Mr. Nishanthan Gunasingam FIA, London: Institute and Faculty of Actuaries
Determination Report for an Adjudication Panel of the Institute and Faculty of Actuaries in the case of Mr. Nishanthan Gunasingam FIA Determination Report for Adjudication Panel 29 May 2013 Mr. Nishanthan Gunasingam FIA, (the Respondent) On 29 May ... read more >>
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- Author:
- Professionalism Awareness Committee
Professional Skills Training Record - template (June 2013): Institute and Faculty of Actuaries
Professional Skills Training Record 2013-2014 Name: Status: Fellow Associate Student ARN: Date Training Provider details Training Activity Details PST hours Learning outcomes: Learning ... read more >>
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- Author:
- General Counsel
Professional Skills Training: 4Cs
ACTUARIES’ CODE Refer to the Actuaries’ Code Determine which provisions apply to your given situation For each potential action, determine whether it is in breach of the code or consistent with behaviour required by the Code Consider ... read more >>
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- Author:
- Institute and Faculty of Actuaries
CPD Scheme 2013/2014 Application for exemption
In terms of the CPD Scheme 2013/2014 the Institute and Faculty of Actuaries may grant an exemption from the CPD requirements. CPD SCHEME 2013/2014 APPLICATION FOR EXEMPTION In terms of the CPD Scheme 2013/2014 (“the Scheme”) the Institute and ... read more >>
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- Author:
- Professionalism Awareness Committee
Professionalism Resource Material. Archie the Actuary: Compliance
Professionalism Resource Material Archie the Actuary : Compliance by the Professionalism Awareness Committee 2 Archie the Actuary Part Five – Compliance by Andrew Newman This is the fifth of a series of articles where Archie the ... read more >>