The pages provide useful documents and links for Corporate Secretaries in Public Practice or Community Practice.
Certified Public Secretary Education Requirements and Career Information.
Certified public secretaries fulfill both the traditional roles of corporate or private secretaries and also take on responsibilities that are more complex and varied. These secretaries are also set apart by the certification they obtain.
Employed and Practising members aim to take care in instructions received and when instructing fellowprofessionals. Certified Public Secretaries and Corporate Secretaries in their roles as appropriate officers may wish to instruct Barristers and Solicitors. In the case of direct instruction to Barristers they will need to seek advice from the appropriate clerk to chambers. Members may also be eligable to give professional instruction through their membership of one of the other bodies below. The Faculty is working to develop appropriate links in this respect and also to prepare the argument for Faculty recognition.
WHO MAY INSTRUCT A BARRISTER DIRECTLY ?
All barristers may accept instruction from solicitors who hold a current practising certificate, the government legal service, the legal department of a local authority, or public authority where those departments are headed by a barrister or solicitor. In appropriate circumstances a barrister may be instructed by employed barristers, licensed conveyancers, parliamentary agents, patent agents, trade mark agents, London notaries and arbitrators.
It is now possible for a number of professionals to instruct a barrister directly, without the requirement for access to be through a solicitor (known amongst barristers as "Direct Professional Access"). It is necessary for instructions to come from a solicitor where litigation is about to commence or has already done so. In other circumstances it may still be desirable to instruct through a solicitor but it is no longer necessary provided the instructions are prepared by a member of one of the professional bodies recognised by the Bar Council for the purposes of direct instruction or direct professional access. The matter which is the subject of the instructions must come within the relevant area of expertise of both the party instructing and the barrister. The list of professional bodies recognised for this purpose is reviewed and modified from time to time. The list includes members of the following bodies: [those whose qualifications may make them able to instruct tax counsel are shown in red below]
The Chartered Association of Certified Accountants
The Institute of Chartered Accountants
The Institute of Chartered Accountants of Ireland
The Institute of Chartered Accountants of Scotland
The Chartered Institute of Management Accountants
The Association of Authorised Public Accountants
The Royal Institution of Chartered Surveyors
The Incorporated Society of Valuers and Auctioneers
The Chartered Insurance Institute
The Institute of Actuaries
The Faculty of Actuaries
The Insurance Ombudsman Bureau
The Banking Ombudsman
The Insolvency Practitioners Association
The Chartered Institute of Taxation
The Institute of Chartered Secretaries & Administrators
The Institution of Chemical Engineers
The Institution of Civil Engineers
The Institution of Electrical Engineers
The Institution of Mechanical Engineers
The Institution of Structural Engineers
The Architects Registration Council of the UK
The Association of Consultant Architects
The Royal Institute of British Architects
The Royal Town Planning Institute
The Association of Average Adjusters
The Chartered Institute of Loss Adjusters
The Building Society Ombudsman
The Parliamentary Commissioner for Administration
The Health Service Commissioner
The Commissioner for Local Administration (England)
The Commissioner for Local Administration (Wales)