Application for ACCA membership
REGISTRATION NUMBER
In order to meet ACCA’s membership requirements you must have:
• Completed
theACCAQualication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-conrmation-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verication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 [email protected]
MA 2023
2
PERSONAL DETAILS
Forename(s)
Surname
Date of birth (DD MM YYYY)
Honours(classication)
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
providedbyyou.E-communicationsareACCA’spreferredmethodofsendingpublications,promotionalinformationandupdates,and
afliate/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afliate/memberaccountcorrespondence)
Iwouldliketoreceivepublicationsandpromotionalinformationandupdatesbye-communicationsbutstillreceivemyafliate/
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
benet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-qualied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-qualied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ofce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lling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qualicationortomeviatheofcial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ofce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[email protected]
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certicateortaxreturnconcerninganypersons/organisations
nancialaffairsthatmayberelieduponbyathirdparty.
Nature of rm
Ifallofthepartners/directorsaremembersofACCA,thermisCharteredCertied.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rmisChartered.Ifallofthe
partners/directorsaremembersofACCAandone,ormore,oftheabove-mentionedInstitutes,thermisMixedChartered/Certied.
Ifallofthepartners/directorsaremembersoftheAssociationofAuthorisedPublicAccountants,thermisAuthorised.Anyother
combinationofpartners/directors,includingrmswithunqualiedpartners,isOther.
CharteredCertied
MixedCharteredCertied/Chartered
Chartered
AAPA
Other(specify)
Job category
Whichoneofthecategoriesbelowbestdescribesyourwork?
Generalpractisingservices
ORspecial
isingin:
Audit
Insolvency
Taxation
Managementconsultancy
Informationtechnology
Other(specify)
Number of partners/directors
Sole
practitioner
2–3
4–6
7–9
10–99
100+
Note on obtaining a practising certicate
Ifyouwishtouseuptooneyearofyourpre-membershipexperiencetowardsyoureligibilityforanACCApractisingcerticateor
ACCApract
isingcerticateandauditqualicationtheexperienceshouldbeobtainedinanACCAApprovedEmployer–practising
certicatedevelopmentandyourworkplacementormustbethetrainingprincipalorpartner.ForanACCApractisingcerticateand
auditqualicationyourworkplacementorortrainingsupervisormustbeanauditprincipalandyourexperiencemustbedocumented
inaPractisingCerticate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prot
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)
251–2000
2001+
Number of people in organisation
1–10
11–50
51–250
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conrm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,certied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dened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conrm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Certied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denedbyTheCharteredCertied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certicateorarrangetobeplacedon
ACCA’sregisterofpractitioners.
IunderstandthatACCAsdenition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certicate.
IunderstandthatifIprovideexternalaccountancyservicesasdenedbyCCABguidance(whichincludesbookkeeping/payroll
servicesoranyservicewhichinvolvestherecording,review,analysis,calculationorreportingofnancial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qualication.Itherefore
acceptmyresponsibilitytoundertakeadequatecontinuingprofessionaldevelopmentasdirectedbyCouncilandspeciedinthe
CharteredCertied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Qualicationandcoverbasicaccounting,businessstudiesandnance-
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certicateoftaxreturnconcerninganyperson’s/
organisation’snancial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certicateiftheyundertakeworkfallingwithinACCA’sdenition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certicate.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certicateisnotrequiredmustnotifyACCAand
beplacedonaregisterofACCApractitioners.Suchmembersmustconrm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(283GBPin2023)andunderstandthatIwillbeinvoicedforthisamountonsuccessful
conversiontoACCAmembership.Iamawarethatnon-paymentofsumsduetoACCAmayleadtoremovalfromtheregisterof
ACCAmembers.PaymentcanbemadeviayouronlinemyACCAaccountwhenyouhavesuccessfullytransferredtoACCAmembership.
Notes:ACCAByelaw8setsoutthedetailsoftheeventswhichcouldleadtodisciplinaryaction.Theseeventsinclude(butarenotlimited
to)thefollowing:Incompetenceincarryingoutwork;breachofACCAByelawsorRegulations;disciplinaryactionagainstyoubyanother
professionalbodyorregulatorybody;enteringavoluntaryarrangement,administrationorinsolvency;failuretosatisfyajudgmentdebt
withoutreasonableexcusewithintwomonths;criminalconvictionand/orcaution;civilndingofactingfraudulentlyordishonestlyasa
partyorwitnessincivilproceedings;misconduct–thisincludes(butisnotlimitedto)anyactoromissionwhichbrings,orislikelytobring,
discredittoyou,arelevantrm,ACCAortheaccountancyprofession.PleasenotethathearingsofACCA’sDisciplinaryCommitteeshall
beopentothepublicandallordersandndingsshallbepublicisedunlesstheCommitteedeterminesotherwise.
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
[email protected]