Word template · Executive
Fit and proper board profile template for EU banks
When a search firm places a board member or a key function holder at an EU bank or investment firm, the appointment does not end with the offer. The ECB, for significant institutions, or the national supervisor assesses whether the person is fit and proper, and the institution files a questionnaire with a CV and supporting detail. This Word template is the profile the search firm hands the institution for that step. It follows the order of the EBA/ESMA suitability guidelines (EBA/GL/2021/06) and the ECB questionnaire: the appointment (function, institution, competent authority, start, term, expected time commitment), the consultant's summary, knowledge and experience by guideline area with the evidence from the CV, career with the nature and size of each organisation, education and training, then reputation, conflicts of interest, other mandates and how they count under CRD Art. 91, independence of mind, the contribution to the board's collective suitability and the points still open. Formatix fills it from the CV and your notes. It supports the questionnaire; the institution still completes and files the official form.
Compliance teams at the institution usually rebuild the candidate's CV into the supervisor's structure, and they come back to the search firm with the same questions every time: how big was that organisation, who did the role report to, which mandates count. This profile answers them up front. Reputation, conflicts, independence and time commitment come only from what the candidate declared and you noted; with nothing in the notes those sections stay empty rather than say something reassuring.
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 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.
- The appointment: function, institution, competent authority, start, term and expected time commitment
- Suitability summary from the consultant's notes
- Knowledge and experience by guideline area, each with evidence from the CV
- Career with the nature and size of each organisation and the reporting line
- Reputation, conflicts of interest and independence of mind, as declared
- Other mandates with their counting, collective suitability and open points
What it's for: Placing a board member or key function holder at an EU bank whose appointment the ECB or the national supervisor assesses.
WordDelivered as an editable Word file, or saved as PDF.
Who uses it
Executive search firms with a financial services practice
One consistent suitability profile for every bank board or key function shortlist, ready for the client's compliance team.
Board practices placing non-executive directors
Mandates, time commitment and the board's collective gaps set out the way a nomination committee reads them.
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 function, the institution and its supervisor, the start date and time commitment, what the candidate declared about reputation, conflicts and other mandates, and what is still open. 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
- Is this the ECB fit and proper questionnaire?
- No. It is a Formatix candidate document that supports the questionnaire. Its sections follow the order the questionnaire and the EBA/ESMA guidelines use, so the institution can copy across, but the institution still completes and submits the official form and the candidate signs it.
- Will Formatix say the candidate has no conflicts or a clean record?
- Only if your notes say so. Reputation, conflicts of interest, independence of mind and time commitment are filled from the candidate's declarations and your checks. With no notes, these sections stay empty. Formatix never draws them from the CV.
- Does it count the directorships under CRD Art. 91?
- It lists each mandate with its type and shows the counting and the days per year as your notes give them, for example "one with the group mandates". It does not apply the counting rules itself.
- Are personal details included?
- No. Date and place of birth, nationality, address, identity numbers and similar details are left out. The candidate gives those directly in the official questionnaire.
- 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 in other languages?
- Firms working in German, French, Dutch, Italian or Spanish can use the native versions: /de/vorlagen/eignungsprofil-fit-and-proper, /fr/modeles/profil-aptitude-fit-and-proper, /nl/sjablonen/geschiktheidsprofiel-bestuurder, /it/modelli/profilo-idoneita-esponente and /es/plantillas/perfil-idoneidad-consejeros. Each is written in that language from the start, not translated from this one.
Related templates and pages
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.
ExcelBoard collective suitability matrix (Excel)The collective suitability matrix of a bank's or insurer's management body in Excel, for the nomination committee and the search firm planning an appointment the supervisor will assess: current, leaving and proposed members as columns, the areas the EBA/ESMA guidelines ask the body to cover collectively as rows, ratings 1 to 3 from your notes with live counts of members rated 2 or 3 and a coverage flag, independence, and a time commitment sheet with each member's directorships as counted under CRD Art. 91(4) and the Art. 91(3) limit check. A working tool, not the EBA's own template.
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.
Use the fit and proper board profile (eu banks) 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.
Formatix fills it from the CV for you: see our CV formatting software, or bulk CV formatting for a whole shortlist at once.