APPLICATION FOR

ACCREDITED MEMBERSHIP EXISTING MEMBER

AUSTRALASIAN LIFE UNDERWRITING & CLAIMS ASSOCIATION INC.

ABN: 22 198 546 848

ACCREDITED ALUCA MEMBERSHIP

INFORMATION

A strong and successful industry stands on the quality of its practitioners. ALUCA recognises the importance of this and is dedicated to providing members with ongoing education and continuous professional development.

ALUCA's accreditation scheme demonstrates our commitment to ensuring ALUCA members are able to maintain and enhance their competencies and performance throughout their careers in life insurance and, in turn, deliver high quality customer and business outcomes.

ALUCA's accreditation scheme has been specifically designed to help raise the standard and professional status for qualified life insurance underwriters, claims and rehabilitation managers. By establishing and setting an accreditation scheme as the peak professional benchmark for Certified Professional: Life Insurance (CPLI) Underwriters, Claims Managers and Rehabilitation Managers in the Life Insurance industry, it sets an ongoing high standard for the profession.

ALUCA accreditation starts at an Affiliate level of membership onwards and shows that you are a qualified professional underwriter, or claims or rehabilitation professional recognised by your peers for your life insurance experience, business, technical and specialist competencies and formal qualifications. It also means that you have made a commitment to your ongoing professional development.

ACCREDITED MEMBERSHIP BENEFITS

Strengthens the careers and professionalism of accredited members

Provides an objective means for distinguishing individuals who can meet recognised professional standards

Strengthens the industry’s reputation with business and the community

Helps with building competencies with continuous learning.

Accredited Level Education Points required

Years in Life Insurance Required*

Capability Framework level

Affiliate CPLI

1 to 3 points

2 to 4 yrs

Level 1 - 2: Core

Associate CPLI

4 to 7 points

5 to 9 yrs

Level 2 - 3: Core to Advanced

Associate Fellow CPLI

8+ points

10+ yrs

Level 3 - 4: Advanced to Expert

Fellow CPLI

8+ points & LI Published paper

15+yrs

Level 4: Expert

* Please note this is specific to Life insurance not general insurance, workers compensation or other areas.

ACCREDITED MEMBERSHIP

Next Steps

To become an ALUCA Certified

Professional in Life Insurance(CPLI),

members must qualify as an ALUCA

Fellow, Associate Fellow, Associate or

Affiliate either when they join or upgrade

from their existing membership level. Each

year they must be able to demonstrate

that they are keeping their technical skills

and knowledge updated via an annual

program of 35 hours of continuous

professional development (CPD) and abide

by ALUCA's Code of Ethics and FSC's Code

of Practice. They will also have to

undertake an annual mandatory ALUCA

webinar around regulatory

requirements/ethics.

An ALUCA accredited member can then

use the CPLI post nominals: Jane Smith

Assoc CPLI (ALUCA).

To apply for ALUCA Certified Professional

Life Insurance accreditation you must be a

life insurance underwriter and/or claims

manager/ and or rehabilitation expert with

a minimum of 2+ years life insurance

experience, with at least 2 years of those

practising in Australia, with relevant

educational qualifications specific to the

Please note you will need to obtain both

the relevant amount of years working in

Life Insurance in an Underwriting, Claims

or Rehabilitation role and ensure that you

have the right amount of educational

points to qualify. Please refer to the

educational points chart at the end of the

brochure to determine this.

Complete the relevant application which

must be signed by your manager (if you

are a service provider you will need

endorsement from a client in Life

Insurance to verify time spent working in

Life Insurance). You must include

supporting paperwork and pay the correct

fees.

You will remain at your existing

membership level whilst your application

is sent on to ALUCA's CEO, and Board

members

Once approved you will be advised of the

outcome by the Secretariat Officer. If the

criteria was not met you will also be

notified as to why and will be reimbursed

the difference in membership fees.

ALUCA Membership Subscription is for 1 Year from 1 January to 31 December.

PLEASE ANSWER ALL SECTIONS:

TITLE

FIRST NAME

SURNAME

ADDRESS

TOWN/CITY

COUNTRY

POSTCODE

EMAIL work

EMAIL home

MOBILE

COMPANY

POSITION TITLE

INTEREST AREAS

Underwriting / Claims / Rehabilitation / Other

WORK PHONE

MEMBERSHIP LEVEL: PLEASE TICK THE LEVEL YOU ARE APPLYING FOR

MEMBERSHIP LEVEL

ANNUAL ALUCA SUBSCRIPTION FEES

Post nominal: CPLI Certified Professional- Life Insurance

ANNUAL FEE + GST

JOINING/ADMIN FEE + GST

GST TOTAL A$ LEVEL APPLYING FOR? Please Tick

AFFILIATE

(Aff CPLI)

$125 + GST $75 + GST $20 $220

ASSOCIATE

(Assoc CPLI)

$130 + GST $75 + GST $20.50 $225.50

ASSOCIATE FELLOW

(Assoc Fellow CPLI)

$140 + GST $75 + GST $21.50 $236.50

FELLOW

(Fellow CPLI)

$150 + GST $75 + GST $22.50 $247.50

THESE SECTIONS MUST ALL BE COMPLETED

LIFE INSURANCE AUTHORITY LEVELS Underwriting or Claims or Rehabilitation Authority Level ie Chief Underwriter etc

Please describe item, limit and $ amount / cases that you have authority for?

YEARS OF LIFE INSURANCE EXPERIENCE Years Gained Working in Life Insurance Industry – this is important and only means life insurance not general insurance or workers comp.

Years

Australia

O/seas (PLEASE LIST)

DETAILS OF EDUCATIONAL QUALIFICATIONS Name of Institution Qualification and Year Gained ALUCA Education Points

(please refer to points table)

DETAILS OF POSITIONS HELD – ( You may include a CV for this section) Position and Company

Type and duration of experience Years?

CV or list experience

EVIDENCE: Accredited Membership Applicants will be required to supply certified documentation supporting their application. Demonstrating a course has

been satisfactorily completed. A certified copy is a photocopy of the original document with the signature from your

manager or an appropriate authority, e.g. lawyer, principal, accountant, doctor, indicating that they have sighted the

original.

Attach copies of the qualification certificates on which your application is based.

Please ensure your Manager signs this copy to cite its authenticity and your application

PAYMENT: CREDIT CARD PAYMENT IS PREFERRED

BANK DEPOSIT: NAB Bank BSB: 083 004 Account No: 51 8734834

Account Name: Australasian Life Underwriting and Claims Association Inc.

It is recommended that Overseas residents pay by credit card to avoid bank fees.

CARD NUMBER

EXPIRY DATE

TYPE OF CARD ( ) Amex ( ) Visa ( ) Mastercard

CCV

NAME ON CARD

AMOUNT $

SIGNATURE

DATE

IMPORTANT CONDITIONS Please note that the submission of this application indicates that the applicant accepts the requirement for the fees relevant to the membership category, the applicant’s name may be published with a list of members of the appropriate membership category, the need to perform 35 hours of CPD each year, a willingness to be audited in respect of CPD and the acceptance of any consequences of such an audit.

APPLICANT’S DECLARATION By signing this ALUCA membership form for an accredited Certified Professional-Life Insurance membership you are declaring that all the information in your application is correct, the attached copy documents are genuine and you have read and understood the terms and conditions of ALUCA's accredited membership levels which will cease to exist should you cease to become an ALUCA member or not maintain your annual CPD. You agree to be bound by these terms and conditions. You also authorise ALUCA to verify the details shown on this application by contacting any organisation or institution noted on this application, or by requiring you to submit such documents as considered necessary by ALUCA. Anyone having given false information in order to obtain an accredited membership with ALUCA is liable for immediate expulsion. In the event of your admission as a member, you agree to be bound by the rules of the Association and by the ALUCA Code of Conduct

MANAGER’S CONFIRMATION I confirm that to the best of my knowledge and belief the above information is correct and I recommend the individual’s application

Our privacy policy complies with Privacy Act 1988 and is available on our website at www.aluca.com

NEXT STEPS Please COMPLETE AND SUBMIT this application form, with supporting documentation to E: secretariatofficer @aluca.com

APPLICANT’S SIGNATURE:

DATE:

MANAGER'S SIGNATURE:

NAME & TITLE

DATE: Contact Number:

ACCREDITATION EDUCATIONAL POINTS

INSTITUTION COURSE POINTS

G&T Risk Management Trainee UW program 3

Appropriate Hospital or provider Medical Terminology 1

Reinsurer or Insurer Approved Training program 3

Personal Injury Education Foundation(PIEF) Cert IV in Personal Injury Management (Return to Work) 2

Personal Injury Education Foundation (PIEF) Cert IV in Personal Injury Management (Claims) 2

Personal Injury Education Foundation (PIEF) Diploma of Personal Injury Management 4

Personal Injury Education Foundation (PIEF) Graduate Certificate in Personal Injury Management 6

Personal Injury Education Foundation PIEF Master of Personal Injury Management 8

Academy of Life Underwriting (ALU) ALU101 2

Academy of Life Underwriting (ALU) ALU201 2

Academy of Life Underwriting (ALU) ALU202 2

Academy of Life Underwriting (ALU) ALU301 2

ANZIIF Cert IV in Life Insurance 2

ANZIIF Diploma of Life Insurance 4

ANZIIF Diploma of Personal Injury Management 4

ANZIIF Diploma in Financial Planning or Risk Management 2

Chartered Insurance Institute (CII) Certificate in Insurance 2

Chartered Insurance Institute (CII) Diploma in Insurance 5

Chartered Insurance Institute (CII) Advanced Diploma in Insurance 8

Chartered Insurance Institute (CII) Fellowship 8

KAPLAN Cert IV in Life Insurance - Underwriting 2

KAPLAN Cert IV in Life Insurance - Claims 2

KAPLAN Diploma in Financial Planning 2

University/TAFE Master of Business Administration/Master of commerce 8

University/TAFE Bachelor of Medicine/Medical Practitioner 8

University/TAFE Bachelor Accounting/Actuarial/Law 8

University/TAFE Bachelor Nursing/registered Nurse 6

INSTITUTION

COURSE

POINTS

University/TAFE Bachelor Dietetics, Occupation Therapy, Physiotherapy 6

University/TAFE Bachelor of Business/Commerce with a major in Insurance 6

University/TAFE Bachelor of Psychology, Rehabilitation counselling, social work etc 6

University/TAFE Other Allied Health bachelor degree or graduate diploma 4

University/TAFE Bachelor of Business/Commerce with NO major in Insurance 4

University/TAFE Unrelated tertiary education 2