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ICAEW policies

View ICAEW's policies, copyright notice, and terms and conditions.

Contents

A

Academy Expenses Policy
  • Dec 2022
This expenses & payment policy should be referenced for all ICAEW Academy delivery.
Accessibility Gradient at CAH OMP
  • Jan 2020
  • PDF (84kb)
Chartered Accounts' Hall (CAH) - One Moorgate Place Access, Gradient, Building & Welfare Services
Accessibility Review CAH OMP
  • Jan 2020
  • PDF (2,204kb)
ICAEW is committed to ensuring that everyone has access to One Moorgate Place and that freedom of movement is achieved for staff, members, visitors with a physical disability, vision impairment, deaf or hard of hearing etc. This historical building presents a number of accessibility challenges, due to merging four architectural designs into one building that is internationally known as One Moorgate Place. Based on these challenges ICAEW appointed Access All Areas: an accessibility consultancy company to offer advice and guidance.
Advertising terms and conditions
  • Mar 2018
Setting out the terms and conditions for parties engaging in advertising activity through ICAEW.
Authorised employers privacy notice
  • Aug 2023
This notice (referred to as this “privacy notice”) explains what Personal Data the ICAEW holds about individuals overseeing the training process (including QPRTs, ATPs, PRTs, PRSOs, Deputy QPRTs and other people involved in that process (including Counsellors, ACA student managers, AQ Authorised Individuals and ICAEW advisers) working at ICAEW Authorised Training Employers & Principals.

B

Board and committee members privacy notice
  • Aug 2023
This notice (referred to as this “privacy notice”) explains what Personal Data the Institute of Chartered Accountants in England and Wales (Company No. RC000246) (ICAEW) holds about applicants for posts on, and members of, ICAEW Boards and ICAEW Committees (you), how we collect it, and how we use and share Personal Data.
Board Director’s Programme – Coaching Terms and Conditions
  • Apr 2020
Coaching and Mentoring terms and conditions as part of the ICAEW Board Director’s Programme.

C

caba data protection statement
  • May 2018
caba is the charity supporting the wellbeing of past and present ICAEW members and their families. It offers a wide range of support and services, for example career development, emotional support (including mental health), benefits advice and information, and practical advice on how to improve your personal wellbeing. All caba’s services are free, impartial and strictly confidential. Please see below for a summary of caba’s privacy notice.
CFAB online tuition
  • Mar 2018
Terms and conditions applying to your registration as a student, and enrolment to the module you have selected of the online ICAEW Certificate in Finance Accounting and Business (CFAB) course.
Coaching and Mentoring Terms & Conditions
  • Apr 2018
Terms and conditions applicable to coaching and mentoring services provided by ICAEW.
Content provider terms and conditions
  • Mar 2018
Terms and conditions for external contributors providing content for ICAEW information channels.
Controller to processor data sharing schedule
  • Mar 2021
Last updated: 8 March 2021
Cookies
  • May 2019
Describing the cookies we use across all of our websites and what we use them for.

D

Data Protection Statement – Sponsored Events & Webinars
  • Jun 2021
Last updated: 1 June 2020

E

E-Learning Content Licence Terms
  • Sep 2022
Terms of use for the licensing of ICAEW's e-learning content
Event (exhibitor) terms and conditions
  • Jan 2018
Terms and conditions relating to the rights of sponsors to exhibit at ICAEW events.
Event (speaker and exhibitor) terms and conditions
  • Jan 2018
Last updated 12 January 2018
Event terms and conditions
  • Sep 2022
ICAEW's terms and conditions for events are set out in full below. Terms and conditions of local group and society events may differ to those mentioned here. Please refer to your booking conditions for details.

F

Faculty and Community Members, Partners in Learning and ICAEW Academy of Professional Development Privacy Notice
  • Sep 2022
ICAEW collects and processes personal data belonging to associated users - this group does not include ICAEW members or students. It consists of for example faculty and community members, partners in learning, and professional development training.

I

ICAEW Bookstore Terms and Conditions
  • Oct 2021
  • PDF (189kb)
ICAEW Online Bookshop: Learning materials terms and conditions 2021.
ICAEW Modern Slavery Statement
  • Mar 2021
  • PDF (3,642kb)
This is ICAEW’s public commitment to working towards ensuring that there is no modern slavery or human trafficking in our supply chains or in any part of our business.
In-house training terms and conditions
  • Dec 2021
Last updated: 7 December 2021
Investment policy
  • Jan 2020
  • PDF (210kb)
The Investment Policy determines how ICAEW manages its long-term investments and short-term cash funds. It specifies the means by which performance of these funds is monitored, the attitude to risk and time horizon and the management processes adopted.

J

Job application privacy notice
  • Jan 2023
Last updated: January 2023

L

Legal notice and terms of use
  • Feb 2021
Setting out the licence, service access and liability issues for icaew.com and its content.

M

Member privacy notice
  • Oct 2022
This privacy notice provides information on how we collect, use and retain personal data relating to our ICAEW members.

O

One Moorgate Place - Events
  • May 2023
Terms and conditions guiding the hiring of One Moorgate Place for events. Last updated: 21 March 2022
One Moorgate Place Standard terms of payment
  • Apr 2015
  • PDF (61kb)
OMP Standard terms of payment
One Moorgate Place Terms of Use
  • Jan 2020
Terms of Use of OMP Club by Employees of Corporate Members and their Guests

P

Payment of fines, costs and orders
  • Jun 2014
Terms and conditions for the payment of disciplinary and investigation fines and costs; and regulatory orders, consent orders and costs.
Privacy notice
  • Dec 2022
ICAEW collects and uses different information about people, depending on our relationship with you. Please use the links below to find the privacy notice(s) which are relevant to you:
PSD privacy notice
  • Jun 2022
This privacy notice covers how ICAEW will discharge its responsibilities as a regulator working in the public interest’
PSD privacy notice
  • Jun 2022
This privacy notice covers how ICAEW will discharge its responsibilities as a regulator working in the public interest’

R

Recruitment policy
  • Sep 2019
  • PDF (320kb)
ICAEW recruitment policy. Updated September 2019
Refund policy
  • Jan 2023
Outlining how to cancel your order and claim your refund.
Regulatory fees terms and conditions
  • May 2021
Terms and conditions that apply to payment of audit, DPB and insolvency fees.
Reproducing ICAEW content
  • Apr 2022
All ICAEW material is copyright protected and must not be copied or reproduced without consent.

S

Separate Controller Data Sharing Schedule
  • Mar 2021
Last updated: 5 March 2021
Speaker terms and conditions
  • May 2021
ICAEW's terms and conditions for Speakers can be found on this page
Sponsorship Terms and Conditions for sponsors
  • Apr 2022
These terms and conditions apply (the “Terms”) to the provision of the Sponsorship Services specified in one or more Work Orders agreed between the Institute of Chartered Accountants in England and Wales (“ICAEW”) and the Sponsor (as named on the Work Order).
Student Privacy Notice
  • Apr 2023
Last updated: 7 February 2022
Sustainability Certificate Licence Terms
  • Sep 2022
Licence terms and conditions for ICAEW’s Academy of Professional Development in-house B2B clients.

T

Talent programme terms and conditions
  • Dec 2021
Last updated: 7 December 2021
The Institute of Chartered Accountants’ Staff Pensions Fund Privacy Notice
  • Aug 2023
ICAEW collects and processes personal data belonging to members of the ICAEW pension scheme

V

Virtual Learning Environment
  • Apr 2019
The technical requirements to access our virtual learning system.

W

Webinar/podcast Terms and Conditions for sponsors
  • Mar 2018
Last updated 20 March 2018
Website accessibility
  • Jan 2022
The ICAEW website has been designed to be accessible to a wide ranging audience, including people with sight and hearing impairments.
Website links policy
  • Jun 2014
Detailing how to create links to ICAEW's website for organisations, students and members.