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Your signature has to appear on the report. That's pretty clear from
the code of conduct, but the exposure draft standard of practice on
actuarial communications is explicit. Would it be misleading to the
client to imply that you were employed directly by the other firm?
Maybe you could sign it something like: Prepared by CPM for Pension
Guys, Inc. That doesn't really say what your relationship is, just
that you did the work for them.
Good luck
mf
______________________________ Reply Separator _________________________________
Subject: Signing Reports
Author: "Christopher P. Maher" <chris@maherassociates.com> at _internet
Date: 1/13/99 10:24 PM
I've been contacted by another consulting firm to do some self-insured
workers comp projections. They are a pension firm and don't want their
client to know they've outsourced the comp projections for fear they'll
lose the whole account.
I'm wondering if anyone has run into a situation like this and how you
handled it. It seems to me like it would be fine to issue the report in the
name of their company and sign my name to it with no mention of my firm.
The report will be cosigned, I think, by one of their pension actuaries. I
don't believe I'd have any direct contact with the client.
Have you had a situation like this? How did/would you handle it?
Thanks in advance
Chris
---------------------------------------------------
Christopher P. Maher
mailto:chris@maherassociates.com
Maher Associates, Inc.
Actuarial and Computer Consulting
http://www.maherassociates.com
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