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Thank you for visiting this site, which has been created especially for family members of people who work at PwC.
As an audit firm, our regulators require us to remain independent of our audit clients. This is so that we are always objective and can maintain integrity when dealing with our clients. Some of these rules impact you, and you therefore play an important role in helping our people meet these obligations.
We know that the rules we have to follow aren’t always easy to understand, so this site has been designed to demystify these and help you navigate what it means to be associated with someone who works at PwC.
Some of the rules your PwC person has to comply with also have an impact on what the regulators term ‘Immediate Family Members’. So what does this mean?
Immediate family members include:
If you are an ‘immediate family member’, your PwC person needs your help to ensure they are demonstrably impartial and objective in their work.
This is important because:
By reading this, you’re already showing your support in helping our people maintain their personal independence - thank you.
Set out below are the next steps you can take to help your PwC person stay on track with their personal independence:
Use this checklist to ensure you’re disclosing the right financial interests.
all the financial investments you have. This could be through taking written notes or listing your investments in a word document.
Remind your PwC person to record all your investments in PwC’s Personal Independence tool - Checkpoint (manager and above) or check their restriction status in CES (below manager)
Talk to your PwC person regularly about your financial affairs to ensure everything is kept up to date.
The information below provides you with more detail about personal independence and its importance for PwC Partners and employees.
As an audit firm, our people must be independent of our audit clients to comply with regulatory requirements. This is set out in the FRC’s Ethical Standard, which focuses on ensuring audit firms appropriately manage threats to Integrity, Objectivity and Independence.
Staying personally independent means that decisions our people make at work are wholly independent of their own financial and personal relationships, and you play a key role in helping to achieve this.
To be personally independent means our people have the appropriate financial and personal relationships, including:
Your PwC person may therefore need to have conversations with you about some or all of these areas.
The main way our people demonstrate their independence is by logging all financial interests held by themselves and their immediate family members on our personal independence logging system, called Checkpoint. This is only applicable to those of manager grade or above.
Remember, the PwC professional you’re associated with doesn't need to know the value of any of your investments, just what you are invested in.
Complying with PwC’s Personal Independence policy will help our people remain safe from reputational risk and protect them from significant penalties.
Help protect against any regulatory issues and potential personal reputational damage.
Reduce the likelihood of losses on your investments owing to non-compliance.
Ensuring all our employees are independent helps us to maintain and build trust in society.
The roadmap to the right shows a few examples of what these could be for you and your PwC person. If you’re unsure about how your recent life change may affect your shared Personal Independence responsibilities, get your PwC person to reach out to the Personal Independence team, or if you’re an immediate family member of a Partner at PwC you can email the Checkpoint Partner Support team for further guidance.