Governance, Guidelines, Policies and Protocols

• Statutes | (Français)
• Subsidiarity Principle (Français)
• Internal Regulations
• Strategic Vision, Mission, Values & Objectives (2023-27 Strategic Plan)
• Strategic Planning Committee Protocol

• Memorandum of Understanding Between IAA and IAA Services
• By-Laws of IAA Services
• Incorporation of the IAA Secretariat – Master Document

• Working with Supranational Organizations
• Policy on Partners and Observers, and Use of Memoranda of Understanding

• Education Guidelines
• Education Syllabus
• IAA Associate Membership Policy
• Continuing Professional Development (CPD) Guidelines
• Framework for the Production of Professionalism Guidelines
• PG1 – Principles of Professionalism
• PG2 – Principles in relation to the Governance of International Actuarial Work
• Process for Consideration of a Membership Application

• Nominations Committee Protocol
• Nominations Committee Selection Process
• Nominations Flowchart
• Fit and Proper Questionnaire
• Recognition of Outgoing Chairpersons Criteria
• Protocol for Special Recognition
• Role of IAA Council Delegates
• Role of EC, Officer Representation and EC/Staff Liaisons to Functions/Committees
• Role of IAA Committee Chairpersons, Vice-Chairpersons and Members
• Role of IAA Delegates to Sections
• Role of IAA Forum Chairpersons, Vice-Chairpersons, Members, Observers and Liaisons
• Volunteer Conduct Guidelines

• Guidelines on the Strategic Action Plan for ISAPs
• Strategic Action Plan for ISAPs
• Vision for International Standards of Actuarial Practice
• Statement of Objectives for International Standards of Actuarial Practice
• Due Process for International Standards of Actarial Practice
• Due Process for International Actuarial Notes

Publications

• Due Process for Making a Public Statement
• Publications Policy
• Guidelines for Publications of Committees and Sections
• Policy on Co-Branding / Endorsement of Third-Party Publications
• Peer Review Considerations and Readability Guidelines

Branding

• Actuarial Profession Brand Statement
• Brand Policy
• Policy on the Use of the Logo of the International Actuarial Association (IAA)

• Role of IAA Delegates to Sections
• Responsibilities of a Section Treasurer
• Protocol for Hosting a Section Colloquium

• Meeting Sponsorship Policy
• Participation of Non-Native English Speakers and New Delegates in the Work of the IAA | (Français)
• Policy for the Selection of Meeting Venues for IAA Council and Committee Meetings
• IAA Official Dinner Co-payment Policy
• Protocol for Hosting a Section Colloquium

• Carbon Offset Policy
• Operating Reserve Policy
• Risk Register
• Capitalization Policy
• Expense Reimbursement Policy ( Expense Reimbursement Claim Form)
• Administration of the Congress Reserve Fund and Bursary Selection Process
• Financial Assistance Policy
• Late Membership Payment Policy
• Investment Policy, Guidelines and Restrictions
• Policy for Signing of Contracts, Purchase Orders, or Other Commitments