PET - Plain English Taxonomy

SRF_520_0: Responsible Persons Information
Australian Business Number Institution Name
  RSE Licensee
Reporting Period Scale Factor   Reporting Consolidation
Ad hoc, Annual N/A Solo Books
1. Responsible persons information - Directors, executive officers and senior managers
1.1. Existing director, executive officer and senior manager employment information                        
Title Given name(s) Family name Date of birth Former name(s) Type of responsible person Position title Main responsibilities Employer name Associate Responsible person status Assessed under Fit and Proper Policy End date Responsible person - Business phone number Responsible person - Business email address
(1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12) (13) (14) (15)
  Director   Yes Changed Yes
  Director (Chair)   No Unchanged No
  Executive officer: CEO   No longer acting as a responsible person Interim
  Executive officer: CFO
  Other executive officer
  Secretary
  Senior manager
  Other responsible person
1.2. New director, executive officer and senior manager employment information                      
Title Given name(s) Family name Date of birth Former name(s) Type of responsible person Position title Main responsibilities Employer name Associate Assessed under Fit and Proper Policy Start date Responsible person - Business phone number Responsible person - Business email address
(1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12) (13) (14)
  Director   Yes Yes
  Director (Chair)   No No
  Executive officer: CEO   Interim
  Executive officer: CFO
  Other executive officer
  Secretary
  Senior manager
  Other responsible person
2. Responsible persons information - RSE auditor
2.1. Existing RSE auditor                        
Title Given name(s) Family name Date of birth Former name(s) Organisation name ABN Number of RSEs audited Responsible person status Assessed under Fit and Proper Policy End date Responsible person - Business phone number Responsible person - Business email address
(1) (2) (3) (4) (5 (6) (7) (8) (9) (10) (11) (12) (13)
  Changed Yes
  Unchanged No
  No longer acting as a responsible person Interim
2.2. New RSE auditor                      
Title Given name(s) Family name Date of birth Former name(s) Organisation name ABN Number of RSEs audited Assessed under Fit and Proper Policy Start date Responsible person - Business phone number Responsible person - Business email address
(1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12)
  Yes
  No
  Interim
3. Responsible persons information - RSE actuary
3.1. Existing RSE actuary                          
Title Given name(s) Family name Date of birth Former name(s) Actuarial firm ABN Number of RSEs covered by actuary Number of sub-funds covered by actuary Responsible person status Assessed under Fit and Proper Policy End date Responsible person - Business phone number Responsible person - Business email address
(1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12) (13) (14)
  Changed Yes
  Unchanged No
  No longer acting as a responsible person Interim
3.2. New RSE actuary                        
Title Given name(s) Family name Date of birth Former name(s) Actuarial firm ABN Number of RSEs covered by actuary Number of sub-funds covered by actuary Assessed under Fit and Proper Policy Start date Responsible person - Business phone number Responsible person - Business email address
(1) (2) (3) (4) (5) (6) (7) (8) (9) (10) (11) (12) (13)
  Yes
  No
  Interim
4. Notification that a responsible person is no longer fit and proper
Title Given names Family name Date of birth Position title Fit and Proper assessment date
(1) (2) (3) (4) (5) (6)
5. Address details
5.1. Registered address of the entity
Address Line 1
Address Line 2
Suburb State Postcode
Country (applicable if not Australia)
5.2. Postal address of the entity
Address Line 1
Address Line 2
Suburb State Postcode
Country (applicable if not Australia)
6. Billing contact information
Title Given names Family name Position title Business phone number Business email address Preference to receive invoice
(1) (2) (3) (4) (5) (6) (7)
  Mail
  Email
6.1. Address for billing
Address Line 1
Address Line 2
Suburb State Postcode
Country (applicable if not Australia)
7. Crisis management contact details
7.1. Primary crisis management contact            
Title Given names Family name Position title Mobile phone number Direct phone number Email
(1) (2) (3) (4) (5) (6) (7)
7.2. Secondary crisis management contact          
Title Given names Family name Position title Mobile phone number Direct phone number Email
(1) (2) (3) (4) (5) (6) (7)
7.3. Recovery site phone number