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CPD Declaration

  1. CPD Declaration
  2. Review & Submit

2024 SAICA ANNUAL COMPLIANCE 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 Data Protection Notice: https://saicawebprstorage.blob.core.windows.net/uploads/Data_Protection_Notice_Website_Final_Approved__310823.pdf

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.

General Information

1. Please confirm your personal details (Note: Please update your personal information under the profile section of the Member portal)

General CPD Requirement

Members and associates have until 31 December 2024 to meet the CPD requirements and until 31 January 2025 to submit the declaration.Further evidence only needs to be submitted if you are 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 learning plans and evidence.

Please note the following requirements as set out in the CPD Policy:

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. 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. Members or associates will be expected to remain aware of changes within the profession and the business sector in which the members or associates work [this could be done through reading relevant publications].

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 or associates who have reached the age of seventy (70) or older and who are no longer professionally active are required to confirm on this declaration that this is the case. This means that once such declaration is made the members or associates need not (1) undertake CPD activities, (2) complete and submit an annual declaration or (3) maintain an annual reflective learning plan. Members or associates need to advise SAICA immediately if they do subsequently become professionally active. (In such cases, members or associates who are 70 years or older and become professionally active again are required to comply with the provisions of the CPD policy).

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 2024 calendar year, you are required to submit an annual declaration and must still keep your record of your CPD and reflective learning plan, which would need to be presented if you are selected for monitoring.

SAICA retains the right to identify specific areas of CPD that are compulsory for all members or associates. Currently, “Ethical values and attitudes” is a critical competency area for CPD and is compulsory for all SAICA members and associates. This area must therefore be specifically recorded on the member’s or associate’s reflective learning plan, which must include an evaluation of the extent to which members or associates meet the ethical competencies set out as well as the necessary learning activities they would need to undertake to further develop and maintain competence in this area.

SAICA provides various Ethics content throughout the year to ensure members or associates are equipped to reflect on this compulsory competency. Kindly visit the SAICA website for more information.

Registered Tax Practitioner CPD Requirements

Tax Practitioner members or associates 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 (attending training for the service provided i.e. tax, audit , financial reporting training). Tax practitioners must obtain proof of attendance e.g. Certificate showing CPD hours, Attendance registers.

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 2024 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 or associates 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 by 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 2024 SAICA membership period (i.e. 1 January to 31 December 2024)

CPD COMPLIANCE DECLARATION

9. I, as deponent hereby confirm that during the 2024 SAICA membership period (i.e.1 January to 31 December 2024).

10. If your response to any of the above statements changes between today and the submission due date of the declaration, please 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.

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CPD Declaration

CPD Declaration

2024 SAICA ANNUAL COMPLIANCE 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 Data Protection Notice: https://saicawebprstorage.blob.core.windows.net/uploads/Data_Protection_Notice_Website_Final_Approved__310823.pdf

2024 SAICA ANNUAL COMPLIANCE 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.

General Information

1. Please confirm your personal details (Note: Please update your personal information under the Profile Section of the Member portal)

General CPD Requirement

Members and associates have until 31 December 2024 to meet the CPD requirements and until 31 January 2025 to submit the declaration. You are only required to complete this declaration,Further evidence only needs to be submitted if you are 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 learning plans and evidence.

Please note the following requirements as set out in the CPD Policy:

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. 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. Members or associates will be expected to remain aware of changes within the profession and the business sector in which the members or associates work [this could be done through reading relevant publications].

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 or associates who have reached the age of seventy (70) or older and who are no longer professionally active are required to confirm on this declaration that this is the case. This means that once such declaration is made the members or associates need not (1) undertake CPD activities, (2) complete and submit an annual declaration or (3) maintain an annual reflective learning plan. Members or associates need to advise SAICA immediately if they do subsequently become professionally active. (In such cases, members or associates who are 70 years or older and become professionally active again are required to comply with the provisions of the CPD policy).

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 2024 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.

SAICA retains the right to identify specific areas of CPD that are compulsory for all members or associates. Currently, “Ethical values and attitudes” is a critical competency area for CPD and is compulsory for all SAICA members and associates. This area must therefore be specifically recorded on the member’s or associate’s reflective learning plan, which must include an evaluation of the extent to which members or associates meet the ethical competencies set out as well as the necessary learning activities they would need to undertake to further develop and maintain competence in this area.

SAICA provides various Ethics content throughout the year to ensure members or associates are equipped to reflect on this compulsory competency. Kindly visit the SAICA website for more information.

Registered Tax Practitioner CPD Requirements

Tax Practitioner members or associates 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 (attending training for the service provided i.e. tax, audit , financial reporting training). Tax practitioners must obtain proof of attendance e.g. Certificate showing CPD hours, Attendance registers.

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

  • Declaration

    8. I, as deponent do hereby confirm that during the 2024 SAICA membership period (i.e. 1 January to 31 December 2024)

    •

    CPD COMPLIANCE DECLARATION

    9. I, as deponent hereby confirm that during the SAICA membership period (i.e. 1 January to 31 December 2024).

    •

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 log onto the SAICA Member Portal Portal to log a case (query) to communicate the change in circumstances. Please confirm that you understand this requirement, by selecting the option below

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  1. Tax Practitioner Declaration
  2. Review & Submit

2024 SAICA ANNUAL COMPLIANCE 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 Data Protection Notice: https://saicawebprstorage.blob.core.windows.net/uploads/Data_Protection_Notice_Website_Final_Approved__310823.pdf

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.

General Information

1. Please confirm your personal details. (Please update your personal information under the Profile Section of 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 2024 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 or associates 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 2024)

    • CPD COMPLIANCE DECLARATION

    9. I, as deponent hereby confirm that during the 2024 SAICA membership period (i.e. 1 January to 31 December 2024).

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

    Thank you. Please submit your declaration below.

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Thank you. You have successfully submitted your SAICA annual compliance declaration.

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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 2024 calendar year.

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Note: you are professionally active, and you are required to comply with the CPD requirement for the 2024 calendar year.

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