Wednesday, July 17, 2024

Corporate Funding (CS professional)


DRIVE LINK FOR NOTES OF CFLSE


.

A) Corporate funding New question Drive link.... CLICK HERE


B) Letter of credit Case study and Factoring Sums Drive link...  CLICK HERE 


C) Corporate funding Handwritten notes.. CLICK HERE


D) CFLSE mock test... CLICK HERE



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Friday, December 31, 2021

GST CHART FILES.

 1) SECTION 51 TDS WHOLE CHAPTER IN CHART WORK TO DOWNLOAD PDF CLICK HERE

2)  SECTION 52 TCS WHOLE CHAPTER IN CHART WORK TO DOWNLOAD PDF  CLICK HERE

3) SECTION 19 JOB WORK CONCEPT IN CHART TO DOWNLOAD PDF CLICK HERE

Friday, May 7, 2021

How to make notes of theory subjects

 


HOW TO MAKE NOTES OF THEORY SUBJECTS ??



Hello guys, how are you? I hope you all are fine.  STAY HOME AND STAY SAFE. Today we are going to discuss how to make notes of theory subjects. So without wasting anytime let’s get started.

 

The funda is very clear. “WE LIKE OUR OWN WORK MORE THAN THE WORK OTHERS”. Same concept applicable here. How!!!!  Like if you have your own handwritten notes of any subject, you will revised that subjects from your handwritten notes because you prepare that notes as per your understanding and obviously  in your language.  Look I am not saying that you must made notes of every subject with full detailed explanation. I am just trying to say that just note down the crux of topic or IMP topic into separate sheet or in book in your simple language. It will increase your grasping capacity. And with the help of notes you will revise that topics 2 to 3 times faster.   ( By reading this you all say in your minds we know all this just come to the point : how to make notes of theory subjects ) hahaa ha  bad joke right! Lets come to the point.

 

Mostly every student make their handwritten notes, but sometime they feel like it is the repetition of topic or re-writing the same thing.  They don’t know how to note down the crux or short points in simple format.

 

Let’s understand with example. In CS professional programme. There is subject called GOVERNANCER, RISK MGT., COMPLIANCES AND ETHICS (GRMCE).  Fully loaded with bunch of theory. And some topics are boring also. 

 

In GRMCE 1st chapter is conceptual framework of corporate governance.

In the starting they gave introduction of corporate governance (CG) like, what is corporate governance and all.  I am here attaching module page so you can see it properly.

(GRMCE- SOURCE ICSI MODULE)



In module they explain it very deeply. And in exam if question comes what is corporate governance for 5 marks?? Will you explain that page in copy to copy manner!!! Of course not right. So what will you do is you will just write the crux of corporate governance.  How we will note down the crux or concept of corporate governance. 

 

First of all give reading to that particular topic ( in our example that is corporate governance). And while reading highlight the important line and keywords. And note down that IMP line and key words in separate book. (with the help of keywords you  can frame your own sentences.).

·        Crux of corporate governance: corporate governance means a set of system, standards, policies, procedures; practices put in place by corporate to ensure that relationship with stakeholders are maintained in transparent and honest manner.

·        Need of corporate governance: for the long term success of company.

·        Responsibility : the responsibility of corporate governance is lies with BOD/governing body of company.

·        Essential of good governance :

ü Value addition to the stakeholders

ü Safeguarding the interest of shareholder.

ü Promote investor confidence.

·        Corporate governance has broad scope. It includes both social and institutional aspects.

·        Corporate governance means to steer an organization in the desired direction by determining ways to take effective strategic decisions. It also deals with accountability of the individual through a mechanism which reduces the principal-agent problem in the organization.

 

Ø Points to be noted:

·        Note down the crux.

·        Make flowcharts of procedural topic

·        Use sticky notes.

·        Draw big chart for IMP sections and put on wall or near by your study table

·        Make memory topic for certain imp topics.

·        Put statistical data in tabular format.

·        Here I am attaching few CHARTS ( FOR REFERENCE PURPOSE ONLY)

·        TO DOWNLOAD                 CLICK HERE

There are so many topics which are  lengthy but not catchy and sometime the language or formatting of that topic is not proper (like in para format) So how you will manage that topics!!!  The answer is simple break paragraph into small sentences.  I will show you how.

Let’s take example of stakeholder engagement chapter 9 CS proff. GRMCE. In module they just normally put in para form.  You can break the paragraph and convert into point manner. I am attaching pdf.  So you can understand in better manner. To download pdf click here :

In fact for certain important topics you can make memory technique. But remember make memory technique for most IMP topics only. Do not make for all most topic otherwise you will get confuse.

 Here I will show 2 memory technique of  2 different topic:

1st is duties of independent directors:  KEEP public sector undertaking ( P. S. U) to  ACT WITHIN THEIR AUTHORITY, otherwise we will REPORT and PSU will PAY penalty for UNFAIR OBSTRUCT.

 

·        KEEP:  keep themselves well informed about company.

·        P:  participate actively in the committees of board in which they are member or chairperson.

·        S: seek proper clarification or information and where necessary, obtain professional advice from external sources.

·        U: undertake appropriate induction and regulatory update and refresh their skills and knowledge with company.

·        ACT WITHIN THEIR AUTHORITY: act within your authority; assist in protecting the interest of company, shareholders, and employee.

·         REPORT: report about unethical behavior, suspected fraud.

·        PAY: pay sufficient attention before approving RTP transaction.

·        UNFAIR OBSTRUCT: not to unfairly obstruct in the functioning of company.

 

 

1)    2nd topic is Principles for responsible investment (PRI):

·        Memory tech:     Investor wants to file case against company they go to lawyer firm and ASK  ADVOCATE  TO  SUPPORT  and  ENCOURAGE,    then ADVOCATE  FILE the case, PARTICIPATE with full josh and ENGAGE with investor. Then investor went to CS and ASK 3 TIMES,  only  2  CS gave  SUPPORT,  1 CS didn’t  COMMUNICATE. AT the end investor got 3 type of Disclosure

·         

Principle 1: We will incorporate ESG issues into investment analysis and decision-making processes.

Ø POSSIBLE ACTION : ( ask advocate to support and encourage.)

v  ASK :  Ask investment service providers (such as financial analysts, consultants, brokers, research firms, or rating companies) to integrate ESG factors into evolving research and analysis.

v  ADVOCATE l:  Advocate ESG training for investment professionals.

v  SUPPORT:  Support development of ESG-related tools, metrics, and analyses.

v  ENCOURAGE: Encourage academic and other research on this theme.

 

Principle 2: We will be active owners and incorporate ESG issues into ownership policies and practices.

Ø POSSIBLE ACTION : ( file participate and engage)

v FILE: File shareholder resolutions consistent with long-term ESG considerations.

v PARTICIPATE: Participate in collaborative engagement initiatives.

v ENGAGE: l Engage with companies on ESG issues.

 

Principle 3: We will seek appropriate disclosure on ESG issues by the entities in which they invest.

Ø POSSIBLE ACTION : ( ask 3 times)

v ASK: Ask for ESG issues to be integrated within annual financial reports.

v ASK: Ask for standardized reporting on ESG issues.

v ASK: Ask for information from companies regarding adoption of/adherence to relevant norms, standards, codes of conduct or international initiatives (such as the UN Global Compact)

Principle 4: We will promote acceptance and implementation of the Principles within the investment industry

Ø POSSIBLE ACTION :  ( 2 support and 1 communicate)

v  SUPPORT:   Support the development of tools for benchmarking ESG integration.

v  SUPPORT: Support regulatory or policy developments that enable implementation of the Principles.

v  COMMUNICATE: Communicate ESG expectations to investment service providers.

 

Principle 5: We will work together to enhance effectiveness in implementing the Principles.

Ø POSSIBLE ACTION :

v  SUPPORT: Support/participate in networks and information platforms to share tools, pool resources, and make use of investor reporting as a source of learning.

 

Principle 6: We will each report on their activities and progress towards implementing the Principles.

Ø POSSIBLE ACTION : ( 3 type of disclosure)

v DISCLOSE: Disclose how ESG issues are integrated within investment practices. 

v  DISCLOSE:  Disclose active ownership activities (voting, engagement, and/or policy dialogue)

v  DISCLOSE:   Disclose what is required from service providers in relation to the Principles.

So that is it guys. If you like this post.  Please it is humble request to everyone do share with CS/CA/CMA friends. So maximum student can take benefits of it.  And do comment on which  topic you want more guidance .

Thank you so much.

Happy learning. 

 

 

Wednesday, April 7, 2021

memory techniques for governance risk management, compliances and ethics.

1)  PRINCIPLE FOR RESPONSIBLE INVESTMENT

DOWNLOAD ITS MEMORY TECH. PDF  CLICK HERE

2) STAKEHOLDER ENGAGEMENT CHART

DOWNLOAD ITS MEMORY TECH. PDF  CLICK HERE

3) various charts for reference purpose only

DOWNLOAD PLACE OF SUPLY CHART  CLICK HERE
DOWNLOAD INTERNAL CONTROL          CLICK HERE

Tuesday, January 19, 2021

SPECIEMEN OF WILL


SPECIEMEN OF WILL

Mr. A , S/O_____, Resident of_______, By religion_______, Do hereby revoke all my previous will and declare this is my last will which I make on this (DATE).

 

I declare that I am in good health and posses sound mind. This will is made by me without any coercion.

I appoint Mr.X, S/O_____,Resident of_______ to be the executor of this will.

I bequeath the following assets to my wife ( wife name)

ü My house situated at_____________(address).

ü My bank balance of my saving a/c number_________ with SBI bank.

ü My fixed deposit in HDFC bank bearing receipt number_______.

 

I bequeath the following assets to my daughter (daughter name)

ü Residential plot located at____________ (address).

ü My car with registration number___________

ü My mutual fund investment with portfolio number_________.

 

Signature of testator

­­­

IN WITNESS WHEREOF this will has been signed by Mr.A  as his last will at______ in the presence of following witnesses:

1)    Witness: _________

2)    Witness: _________

 


Wednesday, January 6, 2021

NOTICE TO QUIT PREMISES HELD BY MONTHLY TENANCY BY LANDLORD TO TENANT

 NOTICE TO QUIT PREMISES HELD BY MONTHLY TENANCY BY LANDLORD TO TENANT 



Date:_______

Tenant name:_________-

You are hereby requested to leave the premises. You are currently renting as my tenant at:

Address:_______

City:__________ State:_______

Pincode: ________

 

You have 30 days from the receipt of this notice to leave the premises. Or I will go to court and seek permission to evict you. The notice is given due to nonpayment of rent. The present amount of rent arrear is Rs____________.

You may redeem your tenancy by full payment of said arrears within______ days of receipt of this notice.

 

 

                                                                                                            ________________

                                                                                                           Signature of landlord.

COMMERCIAL AGENCY AGREEMENT (DRAFTING)

 COMMERCIAL AGENCY AGREEMENT (DRAFTING)


DRAFTING OF AGENCY CONTRACT:


THIS AGREEMENT OF AGENCY is made and executed at________ on 5th day of Monday, January,2019 by and between  Z LTD incorporated under companies act 2013, having its registered office at_________, represented by its director Mr. A having DIN______. ( hereinafter called “THE PRINCIPAL”) of the one part.

AND

Mr. B (hindu), S/O________, residing at________. ( hereinafter called “AN AGENT”) of the other part.

WHEREAS the principal  wants to appoint the agent for their work on such terms and conditions.

ANDWHEREAS the agent after having the offer of principal has agreed to act as agent of principle on the terms and conditions as specified in this agreement.

 

NOW THIS AGREEMENT WITNESSES AS FOLLOW:

1)    That agent is hereby appointed the sole agent of the principle for the purpose of making sale of principal’s goods for the term of______ years.

2)    That agent shall be allowed to deduct and retain his agency commission with himself_________ per cent of the list of all goods sold on the behalf of principle.

3)    No credit sale without the consent of the principal.

4)    The agent shall keep and maintain all books of account and monthly sales records shall send to principal on quarterly basis.

5)    The principal’s goods shall not directly or indirectly re-sold outside the agency district.

6)    The benefits under this agreement shall not assignable to any other person.

7)    That the principal shall be entitled to terminate this agreement by one month’s notice in writing to the agent in the event of his ceasing  to carry on the said business of the principal.

8)    In the event of dispute arising out of this agreement, matter goes to arbitration in accordance with the provision of the arbitration and conciliation act, 1996.

IN WITNESS WHEREOF the parties have signed this agreement in the presence of following witnesses.

1)    Witness : ________                                                                                  principal.

2)    Witness : ________                                                                                  agent                                                                        

 

 

 

 

 

                                                

Sunday, January 3, 2021

CS PROFESSIONAL Corporate governance revision notes PDF ( NEW SYLLABUS)

CS PROFESSIONAL Corporate governance revision notes PDF ( NEW SYLLABUS)






Chapter 11

To download PDF CLICK HERE




Chapter 13 PART-C  INTERNAL CONTROL

TO download pdf  CLICK HERE

FIR FORMAT

 




FIR FORMAT

Date:__________

 

To

The officer in charge.

_______police station.

(Address)________

 

SUB:    Loss of mobile phone

 

Requested sir/madam.

 

I_________,S/O__________,Residing at_____,  on (date), travelling from____to____. I lost/misplaced my mobile phone during the transit somewhere. The mobile was of_____company and______model.  And IMEI NO______

Therefore, I hereby request you to kindly register the FIR for my lost mobile phone. and give me attested copy of this document so I can submit this to service provider to block the phone number and prevent potential abuse of my SIM.

 

Yours faithfully,

<signature>

(name of applicant)

<Contact number>