33 items, ordered by date.

1. News release, 2 April 1991, from the Institute of Chartered Accountants of Scotland, Scots CAs set up corporate governance working party

The brief is to consider : management’s responsibility for financial statements; the need to require companies to maintain adequate internal control systems; the implications of these issues for the role of audit committees. Membership of the Committee is listed.

2. In confidence. Record of meeting with Mr Nigel Macdonald, vice president of the Institute of Chartered Accountants of Scotland and partner, Ernst and Young, on 14 June 1991

Includes the terms of reference of the Working Party formed by the Institute of Chartered Accountants of Scotland to address selected issues concerning corporate governance.

3. Record of meeting with Mr Chris Swinson, partner of BDO Binder Hamlyn, on 1 July 1991

Mostly concentrates on what ICAEW’s Financial Reporting and Auditing Group (FRAG) are doing.

4. Record of meeting with Mr Brandon Gough, Senior Partner of Coopers & Lybrand Deloitte, on 15 July 1991

Presents the auditor’s view. NOTE: implication that BG’s behind the scenes work had been influential in setting up Committee.

5. Letter, dated 31 July 1991, from CB Gough, Coopers & Lybrand Deloitte

A contribution to the key issues for the Committee: roles of non-executive directors and shareholders; internal control systems; auditing appointments.

6. Letter, 4 September 1991, from M G Lickiss about proposed outcome of Corporate Governance Committee

Letter gives personal views of MG Lickiss on independence of non-executive directors and their responsibilities for discussing the process of the audit with external auditors, separation of the role of Chief Executive and Chairman, internal system controls applying to quoted companies.

7. Record of meeting with Dr GH Selim, President of the Institute of Internal Auditors, on 30 October 1991

Main topics covered: audit committees, their relationship with external auditors, reporting on internal control systems.

8. Record of meeting with Mr Bill Morrison, Chairman of the Auditing Practices Board, on 4 December 1991

Includes a draft work programme and an update of the draft Accounting Practices Board discussion draft.

9. Handwritten notes (17 December 1991) and letter from RJ Chapman, Arthur Andersen, 7 November 1991

Letter sets out Arthur Andersen’s views as a contribution to evidence gathering.

10. Record of meeting with Hugh Collum, 100 Group, 14 January 1992

Comments on the papers circulated for the 20-21 January 1992 meeting.

11. Price Waterhouse submission to the Cadbury Committee on Financial Aspects of Corporate Governance, 5 February 1992

Covers aspects of board of directors, internal controls, financial reporting, auditing.

12. Letter, dated 31 May 1992, from Tony Morton and comments on the draft report

Comments on voluntary nature of compliance, internal control systems and comments on specific paragraphs.

13. Letter, dated 17 June 1992, from Gavin Fryer with background information and reply by Nigel Peace

Comments on enforcement, adoption and efficacy, control structures, role of the board of directors, audit committees and director accountability.

14. Letter, 10 July 1992, from NC Kelleway, Rikard Keen & Co.

Comments on auditing, complying with a code of best practice, non-executive directors, internal control systems and going concern recommendations.

15. Letter, 10 July 1992, from CM Stuart

Comments on non-executive directors roles, internal control systems, the role of auditors.

16. Letter, 15 July 1992, from HS Axton, Brixton Estate plc

Comments on board structures, internal control systems, enhanced disclosure in interim reports and going concern requirement.

17. Letter and comments, dated 23 July 1992, from Blenyth Jenkins, the Institute of Directors

Comments in the context of the wider context of corporate governance, while focussing on internal control, self-regulation and enforcement, interim financial reporting and auditing.

18. Comments, dated 23 July 1992, from the Chartered Institute of Management Accountants

Comments on the separation of roles, non-executive directors , internal control systems, audit and remuneration committees and various aspects of auditing.

19. Letter, dated 31 July 1992, from Clark Whitehill & Co.

The response comments on the application of the Code to smaller listed companies, the effectiveness of internal control and the Caparo case.

20. Letter, dated 10 August 1992 from RC Grayson, British Petroleum company plc

Comments on the perceived division of roles for executive and non-executive directors and auditors responsibility to review a company’s (non)/compliance with the Code. Further comments on internal controls are included.

21. Letter, dated 18 August 1992, from DF Macquaker

Main comment relates to internal controls, based on experience in the public sector.

22. Meeting of the Committee on the Financial Aspects of Corporate Governance, 3 June 1993. CFACG(93)2nd Meeting

Includes the agenda for the meeting and supporting papers on directors’ pension contributions, non-executive directors contracts, going concern and financial reporting and the Stock Exchange implementation of the Cadbury Code. Also included is note of the key points arising from a meeting between Martin Scicluna, Martyn Jones and Sir Adrian Cadbury on 22 April 1993.

23. Briefing for Sir Adrian Cadbury – informal press briefings, Thursday 17 February 1994

The document covers the number of copies distributed, other UK organisations and jurisdictions interested in the report, progress on monitoring the Code’s implementation, going concern and internal controls.

24. Committee on the Financial Aspects of Corporate Governance, press briefing, Thursday 17 February 1994

Contains list of attendees, Committee membership, (missing a letter regarding the role of the Committee) press cuttings, extracts from ICAS Working Party recommendations on internal control and examples of corporate governance statements.

25. Financial reporting and corporate governance ‘overload’, notes of a meeting held on 13 December 1993, at the Financial Reporting Council

The meeting arose from a CBI letter raising three points among which was the suggestion that accountants had gone further than the Cadbury Committee intended. Points covered included: internal control, going concern, and the proposed publication of a joint programme of ASB, APB, and English and Scottish accountancy institutes.

26. Sir Adrian Cadbury, Committee meeting 19 May 1994

The file includes the text of Sir Owen Green’s Pall Mall Lecture, statistics from the ABI on compliance, agenda and papers on independent boards, monitoring compliance and various papers on internal control.

27. Minutes of the [Committee] meeting held on Wednesday 14 September 1994

Minuted items: internal control (ref Paul Rutteman), going concern, Labour Party document (See CAD-02281) and monitoring compliance with the Code.

28. Fax to Sir Adrian Cadbury from Gina [Cole], 3 November 1994

Preliminary to the meeting of the Financial Reporting Council which will discuss a successor body to the CFACG.

29. Letter, dated 25 November 1994, from Paul Rutteman and comment on by the Auditing Practices Board on draft about ‘Internal control and financial reporting’

Comments on and seeks discussions with the Committee on the draft guidance on paragraph 4.5 of the Cadbury Code i.e. Reportable weakness and effectiveness of internal financial control systems.

30. Letter, dated 30 November 1994, from Martin Jones, Touche Ross to Mark Sheldon, Linklaters & Paines

The letter opines that encouragement to to express opinions about the effectiveness of internal control would be premature.

31. Minutes of meeting 7/12 /94

Issues raised include expressing an opinion on the effectiveness of internal control systems, successor body and its remit.

32. Foreword for [ICAEW?] Working Group on Internal Control and Financial Reporting and accompanying handwritten fax, 15 December 1994

Foreword to the ICAEW’s guidance on internal control and financial reporting which appeared in Accountancy, February 1995.

33. Correspondence about an item in the Independent on Sunday, referring to the Cadbury report

The article should refer to draft proposals from the Working Group on Internal Control.

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