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CPD Declaration

  1. CPD Declaration
  2. Review & Submit

2023 SAICA CPD ANNUAL DECLARATION

Protection of Personal Information Act

Collection and Lawful Processing of Personal Information:

SAICA respects your privacy and recognises the importance of protecting your privacy in respect of your personal information. By completing and submitting this declaration, we will collect and/or verify, and process your personal information in the conducting and conclusion of the compliance and/or monitoring processes.

What Personal Information we collect and process: We will collect and/or verify, and process your personal information, including but not limited to your full name, identity number, SAICA membership number and contact details.

Processing of Personal Information: The personal information we collect and/or verify and process will only be processed for the purpose it is collected for.

Please follow this link for our complete Data Protection
Notice: For our General Data Protection & Retention Policy and Privacy Policy please follow this link: https://www.saica.org.za/terms-and-conditions

2023 SAICA CPD ANNUAL DECLARATION

By completing and submitting this CPD Declaration, I, as the deponent, acknowledge that the facts contained therein and the declarations made fall within my personal knowledge and belief, are true and correct and I furthermore also understand the contents of this declaration.

Note: View the declaration you have submitted.

General Information

1. Please confirm your personal details (Note: Please update your personal information on the SAICA Member portal)

General CPD Requirement


Members and associates have until 31 December 2023 to meet the CPD requirements and until 31 January 2024 to submit the declaration. You are only required to complete this declaration, further evidence may be required to be submitted should you be selected for verification.

Note: SAICA will, on a sample basis, verify members' or associates' compliance to the CPD policy. Members or associates who are selected for the monitoring process will be advised of the deadline to submit their reflective plans and evidence.


The CPD Policy was reviewed in 2023 and the following revisions were made, effective 28 March 2023:


Definition of Professionally Active means performing any function included but not limited to the following, whilst being a member of SAICA and holding a SAICA-Accredited Designation:


  • performing an audit, review, or other assurance engagement governed by standards of professional practice published by SAICA or any similar body or corresponding standards established in a jurisdiction outside South Africa, or issuing an auditor’s report, a review engagement report, or another assurance report in accordance with such standards;
  • issuing any other certification, declaration, opinion, conclusion or report with respect to the application of financial reporting and accounting standards published by SAICA or any similar body or other South African standards published by SAICA, or corresponding standards established in a jurisdiction outside South Africa
  • providing or offering to provide public accounting services or other related regulated services to the public;
  • Board members and Committee members, directors, officers, or senior employees able to provide services where they exert significant influence over, and make decisions regarding, the acquisition, deployment, and control of the employing organisation’s human, financial, technological, physical and intangible resources - in any role;
  • an employee, contractor, personal service provider, partner, director (executive or non-executive), owner-manager or volunteer providing services in areas such as commerce & industry, services, the public sector, education, the not-for-profit sector, or in regulatory or professional bodies;
  • Compilation engagement
  • Tax and related services
  • Management Consultant; and
  • Charitable service or volunteering services (paid or unpaid) where advice is offered or where public monies are being handled and managed

Being professionally active is not only limited to people in audit or practice but is expanded to include members or associates who work in other professions or fields. It is not limited only to the definition in the SAICA Code of Professional Conduct, given that job roles are changing dramatically as people prepare themselves for the future world of work. The definition includes members or associates who utilise their professional skills or knowledge in activities such as volunteering roles and other engagements where they express views based on their knowledge (paid/unpaid).


Members or associates who are on a career break are required to declare as such on this declaration and expected to have remained aware of changes within the profession or within the business sector within which the members or associates work [this could be done through reading relevant publications]. Such members or associates are required to record such activities on their reflective learning plan and will not be required to complete the same level of CPD activities expected of him/her in terms of the CPD policy.


Career break means when a member or associate who retains their membership and is not professionally active for a period of more than nine (9) months. It includes persons who are:


  • On extended parenting leave (greater than 9 months); or
  • Cannot comply with the CPD requirements due to them being medically unfit; (‘Medically unfit’ means a person is unable to perform a task or duty because of a medical condition, either physical or mental, as certified by a legally qualified and registered Medical Practitioner.) or
  • Other circumstances to be reviewed on a case-by-case basis by Member compliance unit.

Members and associates who are not professionally active are required to confirm as such on the annual declaration. Where a Member or associate has confirmed on the declaration that they are not professionally active there are no further expectations that any other aspects of the CPD policy need to be met (i.e. drawing up a reflective learning plan and undertaking relevant learning interventions).


Members and associates who are required to fulfil certain additional requirements set out by an external regulator operating in the specialist area in which the member is working, must take responsibility for satisfying the obligations for continued registration with the regulator body. It is the members’ or associates’ responsibility to meet both SAICA and the other regulatory bodies’ requirements.


All other members or associates need to meet the CPD requirements. If you have registered for the first time as a CA(SA), AGA(SA) or AT(SA) in the 2023 calendar year, you are required to submit an annual declaration and must still keep your own record of your CPD and reflective learning plan, which would need to be presented if you are selected for monitoring.


Registered Tax Practitioner CPD Requirements


Tax Practitioner members must attain a minimum of 18 verifiable CPD hours annually, consisting of the following:

  • 10 tax hours;
  • 2 ethics hours and
  • 6 hours relating to the service provided by the individual, for example audit, financial reporting, etc. If the individual provides only tax services, then presumably additional tax CPD hours will fulfill this requirement.

Registered Business Rescue Practitioner CPD Requirements

  • Business Rescue Practitioners are required to comply with a minimum of 20 relevant CPD hours for a calendar year, of which 12 hours must be verifiable (from the 12 hours, 4 hours must be directly related to business rescue) and 8 (verifiable/non-verifiable) hours must be completed during each calendar year.

Registered Auditors CPD Requirements

  • Registered Auditors are required to complete a minimum of 3 hours of relevant learning and development activities on ethics.

Confirmation of Professional Active Status

2. Please select the applicable answer:


Note: If answered False to any of the above statements, you are professionally active, and you are required to comply with the CPD requirement for the 2023 calendar year.

Independent Reviewers

`Independent Reviewer`, means a person referred to in regulation 29(4) and who has been appointed to perform an independent review under this regulation.

Regulation 29(4)(a) of the Companies Act Regulations, 2011 states that for companies with a public interest score of 100- 349, an independent review must be carried out either by registered auditors or by members in good standing with a professional body accredited in terms of section 33 of the Auditing Profession Act 2005.

In the case of a company with a public interest score of less than 100 during a particular financial year, the independent review can be done by;

  •      • A registered auditor or a member in good standing of a professional body that has been accredited in terms of section 33 of the Auditing Professions Act, or
  •      • A person who is qualified to be appointed as an accounting officer of a close corporation in terms of sections 60(1), (2) and (4) of the Close Corporations Act, 1984 (Act 69 of 1984).

An independent review of a company's annual financial statements must not be carried out by an independent accounting professional who was involved in the preparation of the said annual financial statements.

SAICA is accredited as a professional body in terms of section 33 of the Auditing Profession Act 2005 and therefore Chartered Accountants (SA) [CA(SA)] and the AGA-(SA) are permitted to perform independent reviews.

Formal Recognition Agreement

Declaration

8. I, as deponent do hereby confirm that during the 2023 SAICA membership period (i.e. 1 January to 31 December 2023)

CPD COMPLIANCE DECLARATION

9. I, as deponent hereby confirm that during the 2023 SAICA membership period (i.e. 1 January to December 2023)

10. If your response to any of the above statements changes between today and the submission due date of the declaration, please email saica@saica.co.za or you may log onto the SAICA Member Portal to log a case (query) to communicate the change in circumstances. Please confirm that you understand this requirement, by selecting the option below.

Members’ or associates’ queries relating to the annual declaration may be logged on the SAICA Member Portal.

Back

CPD Declaration

CPD Declaration

2023 SAICA CPD ANNUAL DECLARATION

Protection of Personal Information Act

Collection and Lawful Processing of Personal Information:

SAICA respects your privacy and recognises the importance of protecting your privacy in respect of your personal information. By completing and submitting this declaration, we will collect and/or verify, and process your personal information in the conducting and conclusion of the compliance and/or monitoring processes.

What Personal Information we collect and process: We will collect and/or verify, and process your personal information, including but not limited to your full name, identity number, SAICA membership number and contact details.

Processing of Personal Information:The personal information we collect and/or verify and process will only be processed for the purpose it is collected for.

Please follow this link for our complete Data Protection

Notice: For our General Data Protection & Retention Policy and Privacy Policy please follow this link: https://www.saica.org.za/terms-and-conditions

2023 SAICA CPD ANNUAL DECLARATION

By completing and submitting this CPD Declaration, I, as the deponent, acknowledge that the facts contained therein and the declarations made fall within my personal knowledge and belief, are true and correct and I furthermore also understand the contents of this declaration.

Note: View the declaration you have submitted.

General Information

1. Please confirm your personal details (Note: Please update your personal information on the SAICA Member portal)

General CPD Requirement

Members and associates have until 31 December 2023 to meet the CPD requirements and until 31 January 2024 to submit the declaration. You are only required to complete this declaration, further evidence may be required to be submitted should you be selected for verification.

Note: SAICA will, on a sample basis, verify members or associates compliance to the CPD policy. Members or associates who are selected for the monitoring process will be advised of the deadline to submit their reflective plans and evidence.

The CPD Policy was reviewed in 2023 and the following revisions were made, effective 28 March 2023:

Definition of professional activity: means performing any function included but not limited to the following, whilst being a member of SAICA and holding a SAICA-Accredited Designation:

  • performing an audit, review, or other assurance engagement governed by standards of professional practice published by SAICA or any similar body or corresponding standards established in a jurisdiction outside South Africa, or issuing an auditor’s report, a review engagement report, or another assurance report in accordance with such standards;
  • issuing any other certification, declaration, opinion, conclusion or report with respect to the application of financial reporting and accounting standards published by SAICA or any similar body or other South African standards published by SAICA, or corresponding standards established in a jurisdiction outside South Africa
  • providing or offering to provide public accounting services or other related regulated services to the public;
  • Board members and Committee members, directors, officers, or senior employees able to provide services where they exert significant influence over, and make decisions regarding, the acquisition, deployment, and control of the employing organisation’s human, financial, technological, physical and intangible resources - in any role;
  • an employee, contractor, personal service provider, partner, director (executive or non-executive), owner-manager or volunteer providing services in areas such as commerce & industry, services, the public sector, education, the not-for-profit sector, or in regulatory or professional bodies;
  • Compilation engagement
  • Tax and related services
  • Management Consultant; and
  • Charitable service or volunteering services (paid or unpaid) where advice is offered or where public monies are being handled and managed

Being professionally active is not only limited to people in audit or practice but is expanded to include members who work in other professions or fields. It is not limited only to the definition in the SAICA Code of Professional Conduct, given that job roles are changing dramatically as people prepare themselves for the future world of work. Members who utilize their professional skills or knowledge in activities such as volunteering roles and other engagements where they express views based on their knowledge (paid/unpaid).

*Members or associates who are on a career break are required to declare as such on this declaration and expected to have remained aware of changes within the profession or within the business sector within which the members or associates work [this could be done through reading relevant publications]. Such members or associates are required to record such activities on their reflective learning plan and will not be required to complete the same level of CPD activities expected of him/her in terms of the CPD policy.

Career break means when a member or associate who retains their membership and is not professionally active for a period of more than nine (9) months. It includes persons who are:

  • On extended parenting leave (greater than 9 months); or
  • Cannot comply with the CPD requirements due to them being medically unfit; (‘Medically unfit’ means a person is unable to perform a task or duty because of a medical condition, either physical or mental, as certified by a legally qualified and
  • registered Medical Practitioner.) or
  • Other circumstances to be reviewed on a case-by-case basis by Member compliance unit.

Members and associates who are not professionally active are required to confirm as such on the annual declaration. Where a Member or associate has confirmed on the declaration that they are not professionally active there are no further expectations that any other aspects of the CPD policy need to be met (i.e. drawing up a reflective learning plan and undertaking relevant learning interventions).

Members and associates who are required to fulfil certain additional requirements set out by an external regulator operating in the specialist area in which the member is working, must take responsibility for satisfying the obligations for continued registration with the regulator body. It is the members’ or associates’ responsibility to meet both SAICA and the other regulatory bodies’ requirements.

All other members or associates need to meet the CPD requirements. If you have registered for the first time as a CA(SA), AGA(SA) or AT(SA) in the 2023 calendar year, you are required to submit an annual declaration and must still keep your own record of your CPD and reflective learning plan, which would need to be presented if you are selected for monitoring.

Registered Tax Practitioner CPD Requirements

Tax Practitioner members must attain a minimum of 18 verifiable CPD hours annually, consisting of the following:

  • 10 tax hours;
  • 2 ethics hours; and
  • 6 hours relating to the service provided by the individual, for example audit, financial reporting, etc. If the individual provides only tax services, then presumably additional tax CPD hours will fulfill this requirement.

Registered Business Rescue Practitioner CPD Requirements

  • Business rescue practitioners are required to comply with a minimum of 20 relevant CPD hours for a calendar year, of which 12 hours must be verifiable (from the 12 hours, 4 hours must be directly related to business rescue) and 8 (verifiable/non-verifiable) hours must be completed during each calendar year

Registered Auditors CPD Requirements

  • Registered Auditors are required to complete a minimum of 3 hours of relevant learning and development activities on ethics

Confirmation of Professional Active Status

    2. Please select the applicable answer:

    • Note: If answered False to any of the above statements, you are professionally active, and you are required to comply with the CPD requirement for the 2023 calendar year.

  • Formal Recognition Agreement

    • Independent Reviewers

    `Independent Reviewer`, means a person referred to in regulation 29(4) and who has been appointed to perform an independent review under this regulation.

    In the case of a company with a public interest score of less than 100 during a particular financial year, the independent review can be done by;

    • • A registered auditor or a member in good standing of a professional body that has been accredited in terms of section 33 of the Auditing Professions Act, or
    • • A person who is qualified to be appointed as an accounting officer of a close corporation in terms of sections 60(1), (2) and (4) of the Close Corporations Act, 1984 (Act 69 of 1984).

    An independent review of a companys annual financial statements must not be carried out by an independent accounting professional who was involved in the preparation of the said annual financial statements

    SAICA is accredited as a professional body in terms of section 33 of the Auditing Profession Act 2005 and therefore Chartered Accountant (SA) [CA(SA)] and the AGA (SA) are permitted to perform independent reviews.

  • Declaration

    5. I, as deponent do hereby confirm that during the 2023 SAICA membership period (i.e. 1 January to 31 December 2023)

    • CPD COMPLIANCE DECLARATION

    9. I, as deponent hereby confirm that during the 2023 SAICA membership period (i.e. 1 January to December 2023)

Back
Save Form As PDF
  1. Tax Practitioner Declaration
  2. Review & Submit

2023 SAICA CPD ANNUAL DECLARATION

Protection of Personal Information Act

Collection and Lawful Processing of Personal Information:

SAICA respects your privacy and recognises the importance of protecting your privacy in respect of your personal information. By completing and submitting this declaration, we will collect and/or verify, and process your personal information in the conducting and conclusion of the compliance and/or monitoring processes.

What Personal Information we collect and process: We will collect and/or verify, and process your personal information, including but not limited to your full name, identity number, SAICA membership number and contact details.

Processing of Personal Information: The personal information we collect and/or verify and process will only be processed for the purpose it is collected for.

Please follow this link for our complete Data Protection
Notice: For our General Data Protection & Retention Policy and Privacy Policy please follow this link: https://www.saica.org.za/terms-and-conditions

2023 SAICA CPD ANNUAL DECLARATION

By completing and submitting this CPD Declaration, I, as the deponent, acknowledge that the facts contained therein and the declarations made fall within my personal knowledge and belief, are true and correct and I furthermore also understand the contents of this declaration.

Note: View the declaration you have submitted.



General Information

1. Please confirm your personal details. (Please update your personal information on the SAICA Member Portal and ensure that all details provided align with details on your RAV01 form ):

Confirmation of Professional Active Status

    2. Please select the applicable answer:

    • Note: If answered False to any of the above statements, you are professionally active, and you are required to comply with the CPD requirement for the 2023 calendar year.

    Independent Reviewers

    `Independent Reviewer`, means a person referred to in regulation 29(4) and who has been appointed to perform an independent review under this regulation.


    Regulation 29(4)(a) of the Companies Act Regulations, 2011 states that for companies with a public interest score of 100- 349, an independent review must be carried out either by registered auditors or by members in good standing with a professional body accredited in terms of section 33 of the Auditing Profession Act 2005.


    In the case of a company with a public interest score of less than 100 during a particular financial year, the independent review can be done by;

    • • A registered auditor or a member in good standing of a professional body that has been accredited in terms of section 33 of the Auditing Professions Act, or
    • • A person who is qualified to be appointed as an accounting officer of a close corporation in terms of sections 60(1), (2) and (4) of the Close Corporations Act, 1984 (Act 69 of 1984).

    An independent review of a company's annual financial statements must not be carried out by an independent accounting professional who was involved in the preparation of the said annual financial statements


    SAICA is accredited as a professional body in terms of section 33 of the Auditing Profession Act 2005 and therefore Chartered Accountant (SA) [CA(SA)] and the AGA (SA) are permitted to perform independent reviews.

  • Formal Recognition Agreement

  • Declaration

    8. I, as deponent do hereby confirm that during the 2023 SAICA membership period (i.e. 1 January to 31 December 2023)


    • Members’ or associates’ queries relating to the annual declaration may be logged on the SAICA Member Portal.

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