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FIT AND PROPER QUESTIONNAIRE (INDIVIDUAL PENSION TRUSTEE)Application Number: (For official use only) Name of Applicant: GLOSSARY 1. Corporation means: Anybody corporate, incorporated in Jamaica or

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How to fill out fit and proper questionnaire

01

Read the instructions provided with the fit and proper questionnaire

02

Fill out personal details including name, contact information, and job title

03

Provide details of qualifications, experience, and training relevant to the role

04

Answer all questions honestly and accurately

05

Sign and date the questionnaire once complete

Who needs fit and proper questionnaire?

01

Individuals applying for certain professional roles such as financial advisors, insurance agents, or senior management positions may be required to fill out a fit and proper questionnaire

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What is fit and proper questionnaire?

A fit and proper questionnaire is a form used to assess the qualifications, integrity, and suitability of individuals for a specific role or position.

Who is required to file fit and proper questionnaire?

Individuals who are seeking a specific role or position that requires them to meet certain qualifications, integrity, and suitability standards.

How to fill out fit and proper questionnaire?

The questionnaire typically requires individuals to provide personal information, employment history, educational background, references, and disclosures of any criminal or disciplinary actions.

What is the purpose of fit and proper questionnaire?

The purpose of the fit and proper questionnaire is to ensure that individuals in key roles or positions within an organization possess the necessary qualifications, integrity, and suitability to perform their duties effectively and responsibly.

What information must be reported on fit and proper questionnaire?

The information required on the fit and proper questionnaire may vary, but typically includes personal details, employment history, educational background, references, and disclosures of any criminal or disciplinary actions.

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