Selection Criteria and Terms and Conditions

These terms and conditions (Terms) apply to all individuals (Applicants, you) making applications (Application) in respect of either the Craig Norgate Taranaki Memorial Scholarship (Taranaki Scholarship) and/or the Craig Norgate New Zealand Memorial Scholarship (New Zealand Scholarship) (each, a Scholarship) offered by Chartered Accountants Australia and New Zealand (ABN 50 084 642 571) (CA ANZ, Us or We).

All references to currency in these Terms are to New Zealand dollars.

1.   The Scholarships

Subject to these Terms, Chartered Accountants ANZ will make available: 

(a)  $5,000 to the recipient of the Taranaki Scholarship, and

(b)  $5,000 to the recipient of the New Zealand Scholarship,

each to be paid in full in one instalment upon awarding the scholarship. 

2.   Taranaki Scholarship

Subject to these Terms, the Taranaki Scholarship will be awarded to an Applicant who:

(a)  is, in the opinion of the Committee (defined at clause 6 below), best qualified based on the criteria set out in these Terms and the application form

(b)  submits an application form in full (including all information required in Section 3 – Supporting documentation) in accordance with these Terms between 2 August 2021 and 29 August 2021 

(c)  provides evidence that he/she currently resides in the Taranaki region of New Zealand or have strong connection to the Taranaki region of New Zealand, and

(d)  satisfies the ‘Eligibility criteria: general’, below.

3.   New Zealand Scholarship

Subject to these Terms, the New Zealand Scholarship will be awarded to an Applicant who:

(a)  is, in the opinion of the Committee, best qualified based on the criteria set out in these Terms and the application form

(b)  submits an application form in full (including all information required in Section 3) in accordance with these Terms between  2 August 2021 and 29 August 2021

(c)  provides evidence that he/she currently resides in New Zealand, and

(d)  satisfies the ‘Eligibility criteria: general’, below.

4.   Application Procedure, eligibility criteria and Selection Criteria

4.1 Only Applicants who meet the eligibility criteria set out in these Terms and who submit a complete application will be considered for the Scholarships.

4.2 Each Applicant must:

(a)  be currently enrolled in the Chartered Accountants ANZ CA Program and approved as a Chartered Accountant ANZ Provisional member. 

(b)  complete and submit to [email protected], the attached application form in full, following all instructions and providing all required documentation including:

I.    providing the fully completed application form

II.   Motivation statement (in the form of a written cover letter or a link to a recorded video) containing details set out in Section 5 Supporting documentation

III.  Curriculum Vitae

IV.A full colour scan of your driver’s licence, passport or birth certificate

V. Proof of address or evidence of strong connection to the Taranaki region (only if you are applying for the Taranaki Scholarship) or proof of address in New Zealand Aotearoa (if you are applying for the New Zealand Scholarship)

VI. One written reference, outlining the Applicant’s intention to enter the New Zealand accounting profession, and his/her level of support for the application. 

(c)  sign the declaration on the final page of the application form

(d)  be able to demonstrate that you intend to pursue accounting as a career, and 

(e)   be available to attend an interview (either in person at Chartered Accountants ANZ offices in New Zealand Aotearoa, or via video conference or telephone) to discuss your application at a mutually agreeable time. You will be liable to cover any costs associated with attending any interview.

4.3 Applicants open Monday  2 August 2021 and must be received by Sunday 29 August 2021 at 11.59NZST. Applications received after this date will not be eligible to be considered for the Scholarship.

5.   Assessment of applications

(a)  Chartered Accountants ANZ and its appointed scholarship Selection Panel (the Committee) will evaluate each application based on:/p>

(I)   the quality of the information provided by the Applicant in the application

(II)  the eligibility criteria being met by the Applicant

(III) endorsements provided by the Applicant’s referees, including reference checks, and

(IV) the Applicant’s extra-curricular activities, community involvement and career ambitions.

(b)  Without limiting the composition of the Committee, the Committee shall include members (or employees) of Chartered Accountants ANZ.

(c)  Decisions made by Chartered Accountants ANZ and/or the Committee will be final, and no correspondence or discussion will be entered into with you about the decision made by CA ANZ and/or the Committee.

(d)  By submitting the application, the Applicant acknowledges that Chartered Accountants  ANZ and the Committee will be collecting personal information about him/her and that Chartered Accountants  ANZ will rely on such information for purposes including providing information about the Scholarships, assessing the application and/or determining the outcome of the application.

(e)  By signing the declaration on the application form the Applicant confirms that the information provided is true and correct.

(f)   A false or misleading declaration made by an Applicant will render an application invalid and Chartered Accountants ANZ reserves all rights to take any further action, including disciplinary action, available to it.

(g)  The Applicant acknowledges that Chartered Accountants ANZ is not obligated to award any Scholarships in any year and scholarships will not normally be granted to Applicants receiving a full salary.

(h)  The Applicant authorises Chartered Accountants  ANZ and/or the Committee to lawfully obtain at any time from any person or entity, any information about the applicant that Chartered Accountants  ANZ and/ or the Committee considers necessary or desirable in order to process the application and the applicant authorises such person or entity to release this information.

(i)   Scholarship Recipients may apply in subsequent years for further funding or scholarships from Chartered Accountants ANZ.

(j)   Unsuccessful Applicants may also re-apply in subsequent years.

(k)  The Scholarships may be held concurrently with other awards or scholarships obtained by the applicant. However, applicants must include in their application details of any other funding of any nature applied for or already awarded to the applicant. If funds have already been received, Applicants should include details of how those funds were applied.

(l)   All Applicants will be notified of the Committee’s decision by  Wednesday 15 September 2021 whether their application is successful or not. Decisions made by the Committee will be final. Correspondence or discussion concerning any aspect of the award of a scholarship will not be entered into. 

Scholarship Recipient Terms and Conditions

(a)  Applicants who are awarded a Scholarship (Recipient) must sign this document confirming that he/she agrees to the Terms under which the Scholarship has been awarded and must email a copy to Chartered Accountants ANZ before any Scholarship funds will be paid. The Recipient must acknowledge to Chartered Accountants ANZ receipt of all Scholarship funds. Scholarship funds will be paid into a bank account nominated by the applicant.

(b)  Scholarship funds may only be used by the Recipient to pay for tuition fees and study related costs on the Chartered Accountants ANZ CA Program. The scholarship funds must not be used for payment of professional membership fees or any other purpose not expressly authorised by Chartered Accountants ANZ.

(c)  In the event that any of the following occur:

(I)   the Recipient discontinues or withdraws from his/her CA Program during a Scholarship funding year, in which case the Scholarship Recipient must immediately notify the Committee in writing;

(II)  Chartered Accountants ANZ or the Committee considers that the Recipient is making insufficient or unsatisfactory progress in achieving his/her qualification, including the grades achieved; or

(III) Chartered Accountants  ANZ or the Committee becomes aware that any information provided to it by the Scholarship Recipient is false, erroneous or misleading, then without limitation, Chartered Accountants ANZ may terminate the Scholarship,  and/or require the Recipient to refund all or part of the scholarship funds paid to, or on behalf of, the Recipient.

(d)  An Applicant may apply for both Scholarships but will be eligible to receive no more than one Scholarship.

Privacy notice

  1. Chartered Accountants ANZ (including its subsidiaries, and controlled entities including the New Zealand Institute of Chartered Accountants (NZICA), a regulated body established under the New Zealand Institute of Chartered Accountants Act 1996 (and controlled by Chartered Accountants ANZ) may collect, hold, use and disclose personal information about the applicant in relation to the Craig Norgate Memorial Scholarships. 
  2. Applicant can find out more about how Chartered Accountants ANZ may use, disclose, process and handle applicant’s personal information by viewing Chartered Accountants ANZ’s privacy policy at
  3. The primary purpose for collecting applicant’s personal information is to assess an applicant’s scholarship application, determine application outcomes and facilitating the scholarship program.
  4. Providing Chartered Accountants ANZ with the requested information is not required by law. If an applicant chooses not to provide us with the requested information or provide incomplete information, Chartered Accountants ANZ will not be able to assess that applicant’s application.
  5. While applicant’s personal information is collected by Chartered Accountants ANZ in New Zealand, it is likely that the applicant’s personal information will be disclosed to overseas recipients outside of applicant’s country of residence in accordance with Chartered Accountants ANZ’s Privacy Policy.
  6. Chartered Accountants ANZ’s Privacy Policy also contains the contact details of Chartered Accountants ANZ’s privacy officer and information regarding applicant’s rights and how applicant can seek to access and correct applicant’s personal information or raise a privacy concern with us and how it will be dealt with.
  7. If the applicant has any questions or concerns about this privacy notice, Chartered Accountants ANZ’s Privacy Policy or how Chartered Accountants ANZ handles applicant’s personal information, please contact Chartered Accountants ANZ’s privacy officer. 

Privacy Officer 
Chartered Accountants Australia and New Zealand
33 Erskine Street Sydney NSW 2000 
P: 1300 137 322 
E: [email protected]


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