APPLICATION FOR ELECTION TO ASSOCIATESHIP

Transcription

1 FOR OFFICIAL USE Grad.ICSA Number: Name of Applicant: APPLICATION FOR ELECTION TO ASSOCIATESHIP FOR OFFICIAL USE ONLY Date Received: Tabled at the CFS Membership Committee Meeting held on: Application Fee Received: By Cheque *tick where applicable Issuing Bank: Cheque No. NETS Cash DD/MM/YYYY Amount Paid: S$ Tax Invoice No.: Y / Certificate Issued Date:

2 I. PERSONAL PARTICULARS Salutation: *Mr/Ms/Mrs/Mdm Name of Applicant: (as per identity card) Membership certificate issued will bear the name given above, which should therefore be written in full and underline the family name. *NRIC/FIN No.: Grad.ICSA No.: *Delete where applicable Date of Birth: DD/MM/YYYY Grad.ICSA Date of Admission: Residential Address: Telephone (Res): Personal Address: Mobile: S ( ) Employing Organisation: Designation: Office Address: Office No.: Office Address: Preferred mailing address: Personal Office Please tick where applicable Preferred address: Personal Office Please tick where applicable Fax No.: S ( ) Page 1 of 7

3 II. EMPLOYMENT HISTORY to have the required period of relevant experience, i.e. six years reduced by up to three years for acceptable further education - Please provide your full career history in chronological order, starting with your CURRENT employment. - If you have had any promotions and/or re-designations during any of your employment(s) with the same employer, please include them as separate entries. - You are required to provide a company reference letter that states the job scope of your current employment as a supporting document. (refer to clause (G)(3) in the notes) - Past employments may be certified either with referee s signature and company stamp, or a company reference letter/testimonial as a supporting document. *The referee in each case has to be a senior officer in the organisation concerned. The referee is asked to certify from personal knowledge that the information, given by the applicant in the section next to the referee s signature, is true and correct. The referee is invited to provide any remark or amplification considered relevant, in a supporting letter. Name of Organisation: Job Designation: CURRENT EMPLOYMENT Effective Period: DD/MM/YYYY (From) (To) PRESENT Referee s Name: Signature of Referee and Date Designation: Company Stamp PAST EMPLOYMENT(S) Name of Organisation: Job Designation: Effective Period: (From) DD/MM/YYYY Reference Letter/Testimonial Referee s Name: Signature of Referee and Date (To) Referee Designation: Company Stamp [to be continued on the next page] Page 2 of 7

4 Name of Organisation: Job Designation: Effective Period: (From) DD/MM/YYYY Reference Letter/Testimonial Referee s Name: Signature of Referee and Date (To) Referee Designation: Company Stamp Name of Organisation: Job Designation: Effective Period: (From) DD/MM/YYYY Reference Letter/Testimonial Referee s Name: Signature of Referee and Date (To) Referee Designation: Company Stamp Name of Organisation: Job Designation: Effective Period: (From) DD/MM/YYYY Reference Letter/Testimonial Referee s Name: Signature of Referee and Date (To) Referee Designation: Company Stamp (If the page is insufficient, please photocopy an additional sheet to complete) Page 3 of 7

5 III. PRESENT ANNUAL INCOME RANGE Please tick where applicable. Less than S$30,000 S$30,000 S$50,000 S$50,001 S$75,000 S$75,001 S$100,000 S$100,001 and above IV. FURTHER AND/OR HIGHER EDUCATION to have the required period of relevant experience, i.e. six years reduced by up to three years for acceptable further education - Please provide supporting documentary evidence to the following information provided. Awarding Institution Period of Study From To Full-time or Part-time Study Certification Obtained/ Degree Awarded V. OTHER PROFESSIONAL QUALIFICATION(S) OBTAINED Name of Professional Organisation Period of Study From To Full-time or Parttime Study Designatory Letters Date Elected to Membership Membership Number VI. ACTIVE INVOLVEMENT IN ACTIVITIES OR RELATED PROFESSIONAL MATTERS - If you are actively involved in any activities or related professional matters, please list them in the box below and attach the relevant supporting documents (if any). Page 4 of 7

6 VII. SPONSORS RECOMMENDATION Applicants for Associateship must be recommended by two signatories of professional status, one of whom should, if possible, is a member of and both of whom must have known the applicant for at least one year. NAME OF APPLICANT (IN BLOCK LETTERS) We, the undersigned, having known the above name for the period set against our names, hereby recommend him/her*, from our personal knowledge, as a fit and proper person for election as Associate of. *Delete where applicable 1. Full Name: (in block letters) Organisation: Period Known: (in months and years) Contact No.: Profession/ Occupation: Address: Employment Address: ICSA Membership Grade: Please tick where applicable Other Professional Memberships Obtained: ACIS FCIS Membership No.: Membership No.: S ( ) 2. Full Name: (in block letters) Organisation: Period Known: (in months and years) Contact No.: Signature of Sponsor and Date Profession/ Occupation: Address: Employment Address: ICSA Membership Grade: Please tick where applicable Other Professional Memberships Obtained: ACIS FCIS Membership No.: Membership No.: S ( ) Signature of Sponsor and Date Page 5 of 7

7 VIII. DECLARATION Please verify that all fields are correct and tick all boxes. I hereby apply for election as an Associate of The Institute of Chartered Secretaries and Administrators, Singapore Division. I agree to pay all prevailing fees and subscriptions for which I become liable. I undertake to be bound by - the prevailing provisions of the ICSA Charter and Bye-Laws, and - the s prevailing Regulations. I hereby confirm that all details given in this application form are true and correct as at the date of application. To support my application for election to Associateship, I make the following declaration in terms of my character and standing: Yes No 1. I am not an undischarged bankrupt and my affairs are currently not subject to any arrangement with creditories or other external administration or any such proceedings which are pending against me. 2. Within the past five years, I have not been convicted of any offence of such nature that, if I had been a member of the at the time, would have been likely to have given rise to disciplinary actions been taken against me by the under its Regulations. 3. Within the past five years, I have not been conducted myself, whether by act or default in a manner that, if I have been a member of the ICSA Singapore Division at the time, would have been discreditable to the ICSA Singapore Division having regard to the Code of Professional Ethics and Conduct. (if the answer to any of the above is No, please provide further information.) Full Name of Applicant Signature of Applicant Date Page 6 of 7

8 IV. PERSONAL DATA POLICY The Institute of Chartered Secretaries and Administrators Singapore Division Personal Data Policy In compliance with the Personal Data Protection Act 2012 ( PDPA ), we seek your consent to collect and use your personal data for the purpose of maintaining the register of members and participate in the events organised by and to promote courses and/or events which may be relevant to you, and to disclose such personal data to affiliated organisations where necessary ( Purposes ). We will provide you with details of upcoming events, seminars, workshops, conferences and training programmes organised by and its affiliated organisations, and to provide you with information of other promotions which may be relevant to you ( Services ). I hereby give my acknowledgment and consent to to use my personal data for the aforementioned purposes and services. In the event that I have registered with the Do-Not- Call Registry and wish to withhold or withdraw my consent to, I will also endeavour to provide sufficient notice to as soon as reasonably practicable. Full Name of Applicant Signature of Applicant Date ~~END OF FORM~~ NOTE: Please note that incomplete applications received will not be tabled at the Membership Committee meeting unless substantiated with the appropriate information as requested by the Secretariat. Page 7 of 7

9 APPLICATION FOR ELECTION TO ASSOCIATESHIP NOTES FOR THE COMPLETION OF THE FORM Notes & Checklist

10 NOTES FOR THE COMPLETION OF THE FORM Please read the following notes before completing the form. If you have any queries about any aspect of your application, or would like to discuss it informally before filling in the form, please call the Secretariat at or send an to for advice. Refer to the checklist on pages 13 and 14 when filling in the application form to ensure you have provided all the necessary information for your application. (A) ELIGIBILITY Under Bye-law 6 (see the last page of these notes), the basic requirements for election to Associateship are as follows: (1) to have passed the ICSA examinations; (2) to have the required period of relevant experience, i.e. six (6) years reduced by up to three (3) years for acceptable further education; and (3) to be a fit and proper person [please refer to item (B) below]. (B) CHARACTER AND STANDING The term fit and proper contained in Bye-laws relates directly to the character of an applicant and includes the concepts of honesty, solvency and competency. However, the Membership Committee does not link the term fit and proper to a subjective view an applicant may hold of his/her own conduct and methods. As a result, the Membership Committee requires all applicants to answer the statements 1 to 3 of the declaration on page 6 of the application form as to his/her character. The Institute s Charter obliges it to supervise the standard of professional conduct provided by its members and it is important to emphasise that the examples given below are not intended to be exhaustive or definitive, the concept of fit and proper is inherently open-ended. Question 1 Question 2 This relates directly to the solvency of the applicant and includes a sequestration order, compromise or deed of arrangement with the applicant s creditors. This relates to: a) any offence involving fraud or other dishonesty under legislation (whether or not in Singapore) relating to companies, building societies, credit unions, friendly societies, insurance, banking or other financial services, insolvency, consumer credit or consumer protection; and/or b) any other offence not in (a) above including criminal convictions, in a civilian or military court, involving fines, suspended sentences or terms of imprisonment. This may exclude non-criminal traffic offences. Question 3 This relates to: a) disqualification by court, other statutory or regulatory body from acting as a director of a company, or from acting in the management or conduct of the affairs of any company, partnership, incorporated and/or unincorporated association; and/or b) disciplinary actions including criticism, censure, fine or exclusion from membership of any professional body or organisation (whether or not in Singapore). Notes & Checklist

11 (C) FURTHER EDUCATION EXPERIENCE This can account for a maximum three (3) years of the required six years. The reduction period is granted on the basis of the number of years of full-time study it would take to complete the qualification. Work experience must be gained outside the study period. It is immaterial whether the qualification is obtained before or after completing the examinations. (D) INCORRECT OR MISLEADING INFORMATION If information is revealed to be inaccurate or misleading before and/or after election, then the application will be rejected and the applicant shall be subject to disciplinary actions. (E) RELEVANT AND REQUISITE EXPERIENCE Relevant and requisite experience can be obtained in one or more organisations and in any type of organisation. Some of the relevant work experience include: General Management and Administration, Accounting and Financial Management, Company Secretarial/Compliance/Governance, Pensions, Insurance, Information Systems Management and Committee Administration. The work experience can be obtained prior and post-qualification of the ICSA examinations. Only experience of six (6) months or more will be considered as relevant work experience for the purpose of the application. Two specific points to note are: (1) Teaching in further education of ICSA related or otherwise approved subjects may be considered relevant. However, primary or secondary school teaching is generally not considered. (2) An applicant whose work is not considered entirely relevant, but contains an element of administrative or relevant duties, may have this proportion of the time counted, on a pro rata basis. The employer should be asked to provide a letter certifying the percentage of the applicant s time spent on such duties. However, in such cases, either. a) At least one third of the required period of work experience must be spent in an administrative post or posts; or: b) The applicant must be holding a wholly administrative post at the time of application. (F) STATEMENT OF APPOINTMENT (1) You are required to give A DETAILED EMPLOYMENT HISTORY (completing this on additional sheets if necessary). This should cover the period from leaving school until the present, with any gaps of more than six (6) months being accounted for. (2) Signatures from one or more referees must certify a total period of not less than six (6) years, unless reduced by a maximum period of three (3) years relevant further education. Notes & Checklist

12 (3) You are required to provide a company reference letter that states the job scope of your employment as a supporting document. Please note that these must show the post/s held and dates (i.e. month and year) of starting and ending. This applies to both the current and past employment(s). (Letters merely offering the post, or confirming a regrading are insufficient for this purpose). (4) Please note the following with regard to the individual sections of this page of the form: Organisation Designation Dates In the case of a holding company, a group, or subsidiary companies, it is important to specify the particular company in which you hold office. If the duties performed are not self-evident from the title, an outline of duties should be attached. Month and year to be given. (G) SPONSORS RECOMMENDATIONS An applicant for Associateship must be recommended by two sponsors who are signatories of professional status, one of whom should, if possible, is a member of the and both of whom must have known the applicant for at least one (1) year. (H) GRADUATESHP (1) Every Graduate must apply to become a member within ten (10) years of becoming a graduate. (2) The Committee for Singapore Membership Committee may consider the case of a graduate who does not meet the conditions to become a member within the period of ten (10) years to decide whether he/she can, or cannot continue to be a Graduate. (3) The Committee for Singapore can impose conditions subject to which a person can continue to be a Graduate. (I) SUBMISSION OF APPLICATION (1) Please check the website on the closing date of submission of application. (2) Applications must be submitted by the closing date. (3) Applications received after the closing date will be tabled at the next meeting of the Membership Committee. AN EXTRACT OF THE ICSA BYELAWS ARE AS FOLLOWS: Associates 6. The Committee for Singapore (CFS) Membership Committee elects Associates. For a person to be elected: he must have passed the ICSA examinations that he is not exempt from; he must satisfy the CFS that he is fit and proper to be elected; his main occupation for at least six years, or for periods totalling at least six years, must have been in one or more positions that are relevant to the profession of being a Chartered Notes & Checklist

13 Secretary, or alternatively he must have completed any other professional development that the CFS decides on; and he must give the CFS any information it requires about his duties and any organisation he has served; The six-year qualifying period can be reduced by up to three years; see bye-law 7. The CFS can reduce the qualifying periods for election. 7. The CFS can reduce the eight and six year qualifying periods in bye-laws 4 and 6 by up to three years where a person has: Graduates a degree from a university which the CFS considers of suitable academic standing; a diploma or other certificate which is nationally recognised as being equivalent to a degree from such a university; a professional qualification which the CFS recognises as justifying the reduction; or completed any other professional development that the CFS decides justifies a reduction When a person has passed the ICSA examinations that apply to him, he becomes a Graduate unless he declines after the has notified him that he has passed A Graduate is not a member of the, and is not entitled to attend or vote at any general meetings A Graduate is, however, subject to the same disciplinary rules as a member A Graduate must pay an annual subscription at a level decided by CFS, but this must not be more than the subscription for Associates While he is a Graduate, a person can and use the letters Grad. ICSA after his name. However, he must not describe himself as a Chartered Secretary. A Graduate is entitled to a certificate stating that he is a Graduate. Moving on from being a Graduate 19.1 Graduates should apply for election to Associate within ten (10) years of becoming a Graduate The CFS will consider the cases of Graduates who do not meet the requirements to be elected as an Associate (set out in bye-laws 4 and 6) within the ten (10) years to decide whether they can, or cannot, continue to renew as a Graduate. The CFS can impose conditions for a person to renew as a Graduate. People who cannot become members 16 The following people are automatically prevented from becoming members, unless the CFS makes an individual exception: those who decline to become Graduates; those who do not keep up being a Graduate; and those who are not allowed to continue to be Graduates under bye-law 10.2, or under the Byelaws dealing with disciplinary matters. Notes & Checklist

14 Checklist for Associateship Applications To assist the Secretariat with processing your application, please complete the following checklist. Incomplete applications received will not be submitted for approval unless substantiated with the appropriate information as requested by the Secretariat. Items 1. Fees Payable Indicate when completed i. Grad.ICSA subscription fee has been fully paid. ii. Election fee is enclosed. (Cheque to be made payable to CSIS. Please indicate your full name and Associateship Election Fee at the back of the cheque). 2. Signature of Applicant i. ii. Answered, signed and dated in sections VIII and IV on pages 6 and 7 of the application form. Any amendments to the information as provided in this form has to be countersigned and dated. 3. Employment History i. ii. iii. iv. v. vi. Full career history has been provided in chronological order, starting with the most current employment. Any promotions and/or re-designations during any employments should be stated in separate entries. To ensure the following for the current employment: - The referee has duly signed, dated and stamped on the relevant entries; and - Company reference letter is attached. Past employments may be certified by either of the following methods: - Signature of the referee duly dated, along with the company stamp - Reference letters: stating clearly the position(s) held and the exact dates of starting and ending. ACRA Business profile of the employing organisation of your current employment. Any employment entry without certification should be supported with an explanatory letter. Notes & Checklist

15 Items vii. Any gaps in between employments of more than 6 months should be addressed in section II on pages 2 and 3 of the application form. 4. Educational and Professional Qualifications Indicate when completed i. ii. Educational and professional qualifications attained are to be listed in chronological order in sections IV and V respectively on page 4 of the application form. Certificates and transcripts for both educational and professional qualifications are enclosed. 5. Active Involvement in Activities i. Any information stated in section VI on page 4 of the application form should be substantiated with the appropriate supporting documents (if any). 6. Sponsors Recommendation i. ii. Sponsors must be of professional status* and must have known the applicant for at least one year. *Sponsors of professional status include lawyers and accountants. One of the sponsors (if possible) is a member of ICSA Singapore Division. iii. The membership number of the sponsors are stated. THE COMPLETED FORM AND SUPPORTING DOCUMENTATION, SHOULD BE SENT TO: 149 Rochor Road #04-05 Fu Lu Shou Complex Singapore Notes & Checklist