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Welcome to CSA’s Useful Practitioner Documents service. The purpose of this service is to provide you with examples of documents commonly used by other Company Secretaries, governance professionals and administrators which may be of assistance to you in undertaking your responsibilities.
Naturally, not every possible document is included here. We are endeavouring to increase the number of available documents over time.
This service is for Members of CSA only. First-time users will need to register here.
The documents in this service are donated by other members. We encourage you to Donate A Document so that this continues to be a valuable service to other Members. Click here for the list of those organisations that have donated documents to this service.
Terms and Conditions of Donating Documents to and/or Accessing Documents from the Useful Practitioner Document Service
1. Your name (as the author/provider of the document) will not appear on the document that is posted to the web site.
2. Your company’s name will not appear on the document posted to the web site.
3. Members donating documents agree that the documents they are donating do not infringe copyright or have been cleared for release by the copyright owner.
4. Neither CSA nor the author/provider(s) of the documents accept any responsibility for any errors or omissions in the documents, nor do they accept responsibility for any loss or damage, whatsoever, as a result of any person who uses or relies on the documents. All documents are to be used for guidance only and should not be used without ensuring they are appropriate for the individual user’s circumstances. Users are advised to seek professional advice (including legal advice) where appropriate before using the documents for any particular purpose.
5. A panel of members reviews all document prior to granting approval for them to be posted to the web site.
6. All documents will be updated by CSA. Each document will be dated showing the date it has been added to the web site. Alternatively, author/provider(s) of documents are offered the option of being contacted should changes or amendments to the documents be suggested by the panel of members. Any return to authors/providers in relation to their donated documents would be on the basis that the author/provider advise CSA if any changes were made to their submitted documents at the site of origin, so that the documents remained up-to-date. Author/provider(s) will need to notify CSA in writing if this option is chosen.
7. A panel of members reviews all documents on an annual basis, prior to recommending that they:
a) remain on the web site following the annual review
b) are updated to allow them to remain on the web site following annual review, or
c) are removed from the web site following annual review.
This will be done in conjunction with the author/provider(s) of the documents if they have chosen the option of being consulted.
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