Professional Guidance Notes
At the Council meeting of 24 February 2012, Council approved a proposal to revise the format and terminology of guidance notes as well as the process of producing or amending such professional guidance. Please see the memorandum below for more details. The changes will be implemented in stages over a number of months due to the magnitude of the project – until the time all the changes have been implemented we will keep the current format, terminology and process on the website.
Professional Guidance Memorandum 293kb
Professional Guidance Notes (PGNs) are practice area specific standards of conduct. As indicated below, the numbering convention reflects the practice area, e.g. the 200 series relates to retirement matters. The following numbering convention has been adopted:
Series 100 PGNs dealing with Life Offices
Series 200 PGNs dealing with Retirement Funds
Series 300 PGNs dealing with Healthcare
Series 400 PGNs dealing with General Insurance
Series 500 PGNs dealing with AIDS
Series 800 PGNs dealing with CPD and educational matters
Series 900 PGNs of a general nature
Please follow the menu or above links to the desired sections.
For more information on the process followed in developing PGNs, please follow the link to the PGN Process.