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MARKETING WITHIN EHICAL FRAMEWORK OF ICAI

MARKETING WITHIN EHICAL FRAMEWORK OF ICAI - …ymec.in/.../2014/08/Marketing-Within-Ethical-Framework-of-ICAI.pdf · marketing within ehical framework of icai . using designation

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Page 1: MARKETING WITHIN EHICAL FRAMEWORK OF ICAI - …ymec.in/.../2014/08/Marketing-Within-Ethical-Framework-of-ICAI.pdf · marketing within ehical framework of icai . using designation

MARKETING WITHIN

EHICAL FRAMEWORK

OF ICAI

Page 2: MARKETING WITHIN EHICAL FRAMEWORK OF ICAI - …ymec.in/.../2014/08/Marketing-Within-Ethical-Framework-of-ICAI.pdf · marketing within ehical framework of icai . using designation

USING DESIGNATION OTHER

THAN CA

Can a member in practice

use expressions like Tax

Consultant, Management

Consultant, etc.?

RAGHU

Page 3: MARKETING WITHIN EHICAL FRAMEWORK OF ICAI - …ymec.in/.../2014/08/Marketing-Within-Ethical-Framework-of-ICAI.pdf · marketing within ehical framework of icai . using designation

CA PRACTISING ALSO AS AN

ADVOCATE

Can a member in

practice practise as

an Advocate also?

RAGHU

Page 4: MARKETING WITHIN EHICAL FRAMEWORK OF ICAI - …ymec.in/.../2014/08/Marketing-Within-Ethical-Framework-of-ICAI.pdf · marketing within ehical framework of icai . using designation

PUTTING DATE OF

ESTABLISHMENT IN LETTER HEAD

Can a CA in practice give the

date of setting up the practice

or date of establishment on the

letterheads, other professional

documents, etc.?

RAGHU

Page 5: MARKETING WITHIN EHICAL FRAMEWORK OF ICAI - …ymec.in/.../2014/08/Marketing-Within-Ethical-Framework-of-ICAI.pdf · marketing within ehical framework of icai . using designation

USE OF LOGO IN LETTER HEAD

Can a CA in practice

use logo in letter

heads, stationery, etc.?

RAGHU

Page 6: MARKETING WITHIN EHICAL FRAMEWORK OF ICAI - …ymec.in/.../2014/08/Marketing-Within-Ethical-Framework-of-ICAI.pdf · marketing within ehical framework of icai . using designation

USE OF ICAI MONOGRAM

Can a CA in practice use/fix

a monogram of the Institute

on any column/wall located

inside the office or on

professional documents?

RAGHU

Page 7: MARKETING WITHIN EHICAL FRAMEWORK OF ICAI - …ymec.in/.../2014/08/Marketing-Within-Ethical-Framework-of-ICAI.pdf · marketing within ehical framework of icai . using designation

Rendering Management

Consultancy and other services

Can a member in practice

render Management

Consultancy and other

services?

RAGHU

Page 8: MARKETING WITHIN EHICAL FRAMEWORK OF ICAI - …ymec.in/.../2014/08/Marketing-Within-Ethical-Framework-of-ICAI.pdf · marketing within ehical framework of icai . using designation

PROVIDING PMS

Can a Chartered Accountant

provide `Portfolio

Management Services'

(PMS) as part of CA

practice? .

RAGHU

Page 9: MARKETING WITHIN EHICAL FRAMEWORK OF ICAI - …ymec.in/.../2014/08/Marketing-Within-Ethical-Framework-of-ICAI.pdf · marketing within ehical framework of icai . using designation

TRADE LICENCE FOR

PRACTICE

Is a Chartered Accountant

in practice is required to

obtain any trade license

for practicing?

RAGHU

Page 10: MARKETING WITHIN EHICAL FRAMEWORK OF ICAI - …ymec.in/.../2014/08/Marketing-Within-Ethical-Framework-of-ICAI.pdf · marketing within ehical framework of icai . using designation

WORKING AS

COLLECTION/RECOVERY AGENT

Can a Chartered Accountant

in practice work as a

‘Collection Agent/Recovery

Agent'?

RAGHU

Page 11: MARKETING WITHIN EHICAL FRAMEWORK OF ICAI - …ymec.in/.../2014/08/Marketing-Within-Ethical-Framework-of-ICAI.pdf · marketing within ehical framework of icai . using designation

PAYMENT TO OTHER PERSON

PART OF FEES/PROFIT

• Can a Chartered Accountant in

practice pay to any person any

share, commission or brokerage in

the fees or profits of his

professional?

RAGHU

Page 12: MARKETING WITHIN EHICAL FRAMEWORK OF ICAI - …ymec.in/.../2014/08/Marketing-Within-Ethical-Framework-of-ICAI.pdf · marketing within ehical framework of icai . using designation

PURCHASING GOODWILL OF

CA FIRM

Can the goodwill of a

Chartered Accountant

firm be purchased?

RAGHU

Page 13: MARKETING WITHIN EHICAL FRAMEWORK OF ICAI - …ymec.in/.../2014/08/Marketing-Within-Ethical-Framework-of-ICAI.pdf · marketing within ehical framework of icai . using designation

SOLICITING WORK BY

MAKING ROVING ENQUIRIES

Can a practicing Chartered

Accountant solicit clients

or professional work by,

making roving enquiries?

RAGHU

Page 14: MARKETING WITHIN EHICAL FRAMEWORK OF ICAI - …ymec.in/.../2014/08/Marketing-Within-Ethical-Framework-of-ICAI.pdf · marketing within ehical framework of icai . using designation

SOLICITING WORK BY

ADVERTISEMENT

Can a practicing Chartered

Accountant solicit clients

or professional work by,

advertisement?

RAGHU

Page 15: MARKETING WITHIN EHICAL FRAMEWORK OF ICAI - …ymec.in/.../2014/08/Marketing-Within-Ethical-Framework-of-ICAI.pdf · marketing within ehical framework of icai . using designation

ADVERTISEMENT FOR SILVER

JUBILEE OF FIRM

• Can a CA firm give

advertisement in relation to

Silver, Diamond, Platinum or

Centenary celebration of the

firm?

RAGHU

Page 16: MARKETING WITHIN EHICAL FRAMEWORK OF ICAI - …ymec.in/.../2014/08/Marketing-Within-Ethical-Framework-of-ICAI.pdf · marketing within ehical framework of icai . using designation

SEEKING WORK FROM CAs

• Can a CA in practice

seek professional work

from his professional

colleagues?

RAGHU

Page 17: MARKETING WITHIN EHICAL FRAMEWORK OF ICAI - …ymec.in/.../2014/08/Marketing-Within-Ethical-Framework-of-ICAI.pdf · marketing within ehical framework of icai . using designation

Responding to announcements

for empanelment

Is a member in practice permitted

to respond to announcement for

empanelment for allotment of audit

and other professional work and

quote fees on enquiries being

received?

RAGHU

Page 18: MARKETING WITHIN EHICAL FRAMEWORK OF ICAI - …ymec.in/.../2014/08/Marketing-Within-Ethical-Framework-of-ICAI.pdf · marketing within ehical framework of icai . using designation

SPONSORSHIP OR PRIZES

• Can sponsorship or prizes

be instituted in the name of

Chartered Accountants or a

firm of Chartered

Accountants?

RAGHU

Page 19: MARKETING WITHIN EHICAL FRAMEWORK OF ICAI - …ymec.in/.../2014/08/Marketing-Within-Ethical-Framework-of-ICAI.pdf · marketing within ehical framework of icai . using designation

Publishing name in telephone

directory

• Is a member in practice

permitted to have his

name published in

Telephone Directory?

RAGHU

Page 20: MARKETING WITHIN EHICAL FRAMEWORK OF ICAI - …ymec.in/.../2014/08/Marketing-Within-Ethical-Framework-of-ICAI.pdf · marketing within ehical framework of icai . using designation

BOOKS/ARTICLES

PUBLISHED

• Can a member in practice

indicate in a book or an article,

authored/ contributed/

published by him, his

association with any firm of

Chartered Accountants?

RAGHU

Page 21: MARKETING WITHIN EHICAL FRAMEWORK OF ICAI - …ymec.in/.../2014/08/Marketing-Within-Ethical-Framework-of-ICAI.pdf · marketing within ehical framework of icai . using designation

POSTING IN WEB SITES

Can a Chartered Accountant

in practice/firm of Chartered

Accountants post the

particulars of himself/itself

on a website?

RAGHU

Page 22: MARKETING WITHIN EHICAL FRAMEWORK OF ICAI - …ymec.in/.../2014/08/Marketing-Within-Ethical-Framework-of-ICAI.pdf · marketing within ehical framework of icai . using designation

ANY QUESTIONS

PLEASE?

THANK YOU