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Approved Employer PER Summary Form

This document is an employer PER summary form that must be completed when an ACCA trainee leaves an Approved Employer at the Gold or Platinum level. The form requires details about the trainee, their employer, and their workplace mentor to be provided. The mentor must then sign against any performance objectives from ACCA's list that the trainee achieved during their time at the organization. This signed form helps validate the trainee's practical experience for their ACCA qualification.

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PujaUmadat
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104 views

Approved Employer PER Summary Form

This document is an employer PER summary form that must be completed when an ACCA trainee leaves an Approved Employer at the Gold or Platinum level. The form requires details about the trainee, their employer, and their workplace mentor to be provided. The mentor must then sign against any performance objectives from ACCA's list that the trainee achieved during their time at the organization. This signed form helps validate the trainee's practical experience for their ACCA qualification.

Uploaded by

PujaUmadat
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Approved Employer PER summary form

For trainees employed by an Approved Employer trainee development stream, Platinum or Gold level
When leaving an ACCA Approved Employer trainee development stream at Gold or Platinum level, you must ensure this form is completed.
Some sections must be completed by your workplace mentor. The form must be retained in case it is requested by ACCA for practical
experience requirement (PER) audit purposes or to validate any claims on your membership application.
The workplace mentor:
should ideally be a qualified accountant recognised by law in your country and/or a member of an IFAC body, and
must have knowledge of your work.
If your workplace mentor is not qualified this form should be signed by a training supervisor who is qualified.
Full name
ACCA student/affiliate number
your dEtAils
to be completed by the trainee
Employer name
Approved registration number (if applicable/known)
Level of approval (Gold/Platinum)
Your start date d d M M y y y y

Your end date d d M M y y y y
Your job title
Employer address
Postcode
Email address
Web address
your EMPloyErs dEtAils
to be completed by your workplace mentor
Full name
ACCA membership number (if applicable)
Job title
Contact address
Postcode
Email address
Telephone number (incl country code)
Are you a qualified accountant recognised by law in your country?

Yes

No
Which professional bodies are you a member of?
Does the trainee report to you?

Yes

No
* Note to the trainee: If you have had more than one workplace mentor, please photocopy this page as necessary.
workPlAcE MEntor dEtAils*
Please complete and return to:
operational delivery Members lifecycle
AccA 2 central Quay 89 Hydepark street Glasgow G3 8Bw united kingdom
tel: +44 (0)141 582 2000 fax: +44 (0)141 582 2222 email: [email protected]
to be completed by the workplace mentor
From your review of the performance objective statements, sign against those performance objectives you consider the trainee has achieved
while under your supervision and employed with your organisation. Guidance on this can be found in the ACCA performance objective
booklet.
PErForMAncE oBjEctivE workPlAcE MEntors siGnAturE dAtE
Enter your signature against each performance (DD/MM/YYYY)
objective that has been achieved
Essentials

1 Demonstrate the application of professional ethics, values and judgement

2 Contribute to the effective governance of an organisation

3 Raise awareness of non-financial risk

4 Manage self

5 Communicate effectively

6 Use information and communications technology

7 Manage ongoing activities in your area of responsibility

8 Improve departmental performance

9 Manage an assignment


options

10 Prepare financial statements for external purposes

11 Interpret financial transactions and financial statements

12 Prepare financial information for management

13 Contribute to budget planning and production

14 Manage and control budgets

15 Evaluate potential business/investment opportunities and the required
15 finance options

16 Manage cash using active management and treasury systems

17 Prepare for and collect evidence for audit

18 Evaluate and report on audit

19 Evaluate and compute taxes payable

20 Assist with tax planning


PErForMAncE oBjEctivEs suMMAry

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