Word template · Executive
PCF candidate profile template (Central Bank of Ireland)
A firm regulated by the Central Bank of Ireland may not appoint anyone to a pre-approval controlled function (PCF) until the Central Bank has approved the appointment in writing (s.23 Central Bank Reform Act 2010; for significant banks the ECB approves board appointments), and it must complete its own fitness and probity due diligence before it applies. The candidate completes the online Individual Questionnaire, which the firm endorses and submits through the Central Bank Portal; firms in scope of SEAR add a Statement of Responsibilities. This Word template is the profile a search firm sends the firm with a PCF candidate. It opens with the PCF role exactly as your notes give it, the firm, the regulator, start, term and time commitment. It then follows the Fitness and Probity Standards in order: competence and capability by area with the evidence from the CV, career, education, training and CPD; then honest, ethical and acting with integrity, and financially sound, as the candidate declared them; conflicts of interest, other mandates, independence of mind and the open points for the Individual Questionnaire. Formatix fills it from the CV and your notes. It supports the firm's due diligence and the IQ; it does not replace either.
Irish firms ask search firms for more than a CV when a PCF is involved, because the firm's own due diligence has to stand up if the Central Bank asks. The profile keeps what the candidate declared apart from what the CV shows, and it lists what is still outstanding, such as a reference or a document for the IQ, so nothing is assumed.
10 free credits, no card needed. One credit fills one document.
For recruitment and search firms. Formatix formats your candidates' CVs into your firm's template; it is not a tool for writing your own CV.
An editable file with neutral branding and a fictional example candidate, to fill in by hand. Formatix fills it automatically from a CV.
What's in the template
The candidate profile for a pre-approval controlled function (PCF) at a firm regulated by the Central Bank of Ireland: the PCF role as your notes give it, the firm and the regulator, start, term and time commitment, then the Fitness and Probity Standards in order: competence and capability by area with evidence, career, qualifications and CPD; honesty, integrity and financial soundness as the candidate declared them; conflicts of interest, other mandates, independence of mind and open points for the Individual Questionnaire. Supports the firm's due diligence and the IQ, never replaces them.
- The appointment: PCF role as stated, firm, regulator, start, term and time commitment
- Fitness and probity summary from the consultant's notes
- Competence and capability by area, each with evidence from the CV
- Career, education, training and CPD, languages
- Honesty, ethics and integrity; financial soundness, as declared
- Conflicts of interest, other mandates and open points for the IQ
What it's for: Putting a candidate forward for a PCF role at a firm regulated by the Central Bank of Ireland.
WordDelivered as an editable Word file, or saved as PDF.
Who uses it
Search firms placing PCF roles in Ireland
Heads of function, executive and non-executive directors for banks, insurers, funds and payment firms.
Financial services recruiters in Dublin
One clear profile per PCF candidate for the client's compliance and company secretarial teams.
Every page of the example
The example is in Formatix branding with fictional content. When you pick this template, it is rebuilt with your logo, colours and fonts before you use it.
How you use it
- 1
Pick the template
Open Formatix, choose this template in Studio, and give us your website. We pull your logo, colours and fonts and rebuild the template in your brand. You see a sample before you use it.
- 2
Drop the CV and your notes
Upload the candidate's CV with your notes: the PCF role, the firm, the start date and time commitment, what the candidate declared about probity, conflicts and other mandates, and what is still to be provided for the IQ. One credit fills one document.
- 3
Check and send
The filled document appears beside the original for checking. Edit anything in place, then download the Word file or save it as PDF.
Download or automate? The free download is a plain file you fill in by hand. In Formatix the template is rebuilt in your brand, with your logo, colours and fonts taken from your website, and filled from a CV or your notes in about a minute. What you keep is the finished document: an editable Word, PowerPoint or Excel file.
Ask for changes in plain words, such as "move the photo to the right" or "add a Languages section", and the template is updated with the rest of its formatting kept. If you already have a document you send clients, upload that instead and Formatix turns it into a template. How Studio builds templates
Questions about this template
- Does it fill in the PCF number?
- Only as your notes give it, for example PCF-2B or PCF-14. Formatix does not choose a PCF role from the job title.
- Is this the Individual Questionnaire?
- No. The candidate completes the IQ and it is submitted to the Central Bank. This profile helps the firm and the candidate prepare it and lists the points still open.
- Where do probity and financial soundness come from?
- From the candidate's declarations and your checks, recorded in your notes. Formatix never draws them from the CV. With nothing in the notes the section stays empty.
- Can I download this template?
- Yes. A free, editable Word version with neutral branding and a fictional example candidate is on this page, to fill in by hand. To have it rebuilt in your brand and filled automatically, use it in Formatix; you keep an editable Word file.
- Is there a version for other EU countries?
- Yes. For banks elsewhere in the EU use the fit and proper board profile at /templates/fit-proper-board-profile, and for insurers the Solvency II key function holder profile.
Related templates and pages
WordFit and proper board profile (EU banks)The suitability profile an executive search firm prepares when it places a board member, executive or non-executive, or a key function holder such as a CFO, CRO or head of compliance at an EU bank or investment firm, so the institution can complete the supervisor's fit and proper questionnaire. In the order of the EBA/ESMA suitability guidelines and the ECB questionnaire: the appointment, the consultant's summary, knowledge and experience by area with evidence, career with the nature and size of each organisation, education, then reputation, conflicts of interest, time commitment and mandates, independence of mind, collective suitability and open points, all from your notes only. Supports the questionnaire, never replaces it.
WordSolvency II key function holder profileThe fit and proper profile for a person who runs an EU insurer or holds a key function (risk management, compliance, internal audit, actuarial) under Solvency II Art. 42: the appointment and the supervisory authority, a fit and proper summary, fitness by the areas of EIOPA Guideline 11 plus the key function's own expertise, career, qualifications, then propriety, conflicts of interest, other mandates and time commitment, independence of mind and the contribution to the AMSB's collective knowledge, all from your notes only. Supports the undertaking's notification to its supervisor, never replaces the supervisor's form.
WordBoard and NED CVA board CV for non-executive directors, chairs and trustees: the board roles beside the photo or initials, three board credentials (sectors, board experience, professional standing, as stated), the current board portfolio with committees and start dates, board contribution, previous board roles, the executive career condensed to one line of scope per role, education and memberships.
Use the pcf candidate profile (central bank of ireland) in your brand
Give us your website, and the template is rebuilt with your logo, colours and fonts. Your first ten documents are free, with no card, valid for 14 days.
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