PET - Plain English Taxonomy

RF_520_0: Responsible Persons under Prudential Standard 520 Fit and Proper

Effective date: 1 March 2017

Australian Business Number

Institution Name

Reporting Period

Scale Factor

Ad hoc, Annual

Reporting Consolidation

1. Address details

1.1. Registered address of the entity

Address Line 1

Address Line 2

Suburb

State

Postcode

1.2. Postal address for correspondence of the entity

Address Line 1

Address Line 2

Suburb

State

Postcode

2. Responsible persons information

2.1. Existing Responsible Persons

Title

Given names

Family name

Former name(s)

Date of birth

Phone (optional)

Email (optional)

Position title

Main responsibi -lities (if not clear from position title)

End date

Notification that person is no longer Fit and Proper

Director

Senior Officer outside Australia (foreign entities)

Assessed under Fit and Proper policy

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

(12)

(13)

(14)

2.2. New Responsible Persons

Title

Given names

Family name

Former name(s)

Date of birth

Phone (optional)

Email (optional)

Position title

Main responsibi -lities (if not clear from position title)

Start date

Director

Senior Officer outside Australia (foreign entities)

Assessed under Fit and Proper policy

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

(12)

(13)

3. External auditor details

3.1. Existing external auditor

Title

Given names

Family name

Date of birth

Phone (optional)

Email (optional)

Position title

End date

Notification that person is no longer Fit and Proper

Audit firm

ABN

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

3.2. New external auditor

Title

Given names

Family name

Date of birth

Phone (optional)

Email (optional)

Position title

Start date

Assessed under Fit and Proper policy

Audit firm

ABN

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

4. Actuary details

4.1. Existing approved actuary

Title

Given names

Family name

Date of birth

Phone (optional)

Email (optional)

Position title

End date

Notification that person is no longer Fit and Proper

Organisation name

ABN

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

4.2. New approved actuary

Title

Given names

Family name

Date of birth

Phone (optional)

Email (optional)

Position title

Start date

Assessed under Fit and Proper policy

Organisation name

ABN

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

4.3. Existing reviewing actuary

Title

Given names

Family name

Date of birth

Phone (optional)

Email (optional)

Position title

End date

Notification that person is no longer Fit and Proper

Organisation name

ABN

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

4.4. New reviewing actuary

Title

Given names

Family name

Date of birth

Phone (optional)

Email (optional)

Position title

Start date

Assessed under Fit and Proper policy

Organisation name

ABN

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

(9)

(10)

(11)

5. Billing contact information

Title

Given names

Family name

Position title

Phone

Fax

Preference to receive invoice via mail, email, fax

(1)

(2)

(3)

(4)

(5)

(6)

(7)

(8)

MAIL

FAX

Address for billing:

Address Line 1

Address Line 2

Suburb

State

Postcode

6. Crisis management contact details

6.1. Primary crisis management contact

Title

Given names

Family name

Position title

Mobile phone

Direct phone

(1)

(2)

(3)

(4)

(5)

(6)

(7)

6.2. Secondary crisis management contact

Title

Given names

Family name

Position title

Mobile phone

Direct phone

(1)

(2)

(3)

(4)

(5)

(6)

(7)

Recovery site phone number

CI10518