You must notify us of any changes to the structure of your firm within 10 business days. Please do not use the annual return for this purpose as you will be in breach of the Practice Assurance Regulations. Your firm's record on our database is used to populate other records that the public and the profession can view. If your firm's record is inaccurate or out of date, it may constitute a misdescription of your firm and lead to more serious issues such as regulatory or disciplinary action.

You should always consider the impact of changes to your firm structure on your eligibility to work in statutory regulated areas.

We record the following information on our database:

• current name of firm;
• any trading names used by the firm (which is shown as an additional branch office);
• addresses of all offices in the firm;
• names of all principals in the firm (ie, partners, directors or members);
• the voting rights of all partners in a partnership and all members of an LLP (including corporate partners or members); and the names of all shareholders and the voting rights and nominal value of their voting shares, as well as the nominal values of their non-voting shares. We record this information to determine whether the firm meets the definition of an ICAEW member firm in the Principal Bye-Laws and eligible to use the description ‘Chartered Accountant’;
• names of any insolvency licence holders within the firm;
• status held by individuals in the firm ie, audit compliance principal, DPB contact principal, probate contact principal, licensed practice contact principal, head of legal practice, head of finance and administration and Practice Assurance principal;
• the registrations held by the firm;
• any entities connected to the firm;
• details of the firm’s professional indemnity insurance (PII);
• for accredited probate firms – names of all authorised individuals and non-authorised owners and addresses of offices which undertake probate work;
• for audit registered firms – names of all responsible individuals (RIs); and
• for licensed practices – names of all licensed practitioners.

Does your firm works in one or more of the following areas?

• Audit
• ATOL reporting
• DPB (Investment Business)
• Probate

Yes

• Contact us by completing the relevant Standing data form

No

Inform our firms information team about any changes including changes related to Practice Assurance or AML supervision.

• Information available to the public and other regulators
• Why you need to keep us up to date