Facts of the Case
The National Financial Reporting Authority (NFRA)
initiated an investigation into the role of CA Sunil R. Jumani, who acted as
the Engagement Partner and Branch Auditor for four branches of Dewan Housing
Finance Corporation Limited (DHFL) during FY 2017-18.
During NFRA's Audit Quality Review of DHFL's
statutory audit conducted by Chaturvedi & Shah, NFRA observed that approximately
33 branch auditors had signed independent branch auditors’ reports for nearly
250 branches of DHFL.
Upon investigation, NFRA found that the appointment
of these branch auditors, including CA Sunil R. Jumani, had not been approved
by the shareholders of DHFL at the Annual General Meeting as required under the
Companies Act, 2013.
Despite the absence of a legally valid appointment,
CA Sunil R. Jumani accepted the engagement as Branch Statutory Auditor,
conducted the branch audit, and issued Independent Branch Auditors’ Reports for
four DHFL branches.
NFRA further found significant deficiencies in
audit planning, audit documentation, risk assessment procedures, materiality
determination, audit evidence collection, sampling methodology, analytical procedures,
and audit reporting.
Issues Involved
1. Whether a
Chartered Accountant can accept a branch statutory audit assignment without
verifying compliance with Section 139 of the Companies Act, 2013?
2. Whether
acceptance of an audit engagement without valid shareholder approval amounts to
professional misconduct?
3. Whether
failure to maintain proper audit documentation and comply with Standards on
Auditing constitutes professional misconduct under the Chartered Accountants
Act, 1949?
4. Whether
issuance of an audit opinion without sufficient audit evidence violates the
Standards on Auditing and the Companies Act, 2013?
Petitioner’s Arguments (NFRA)
NFRA contended that:
- The appointment of CA Sunil R. Jumani as Branch Statutory Auditor
lacked shareholder approval and was therefore legally invalid.
- The auditor failed to exercise due diligence before accepting the
audit engagement.
- The auditor accepted an appointment merely based on a
management-issued appointment letter.
- The audit engagement violated ethical requirements prescribed under
the Chartered Accountants Act and Code of Ethics.
- The audit file did not contain adequate documentation supporting
audit procedures performed.
- The auditor failed to comply with multiple Standards on Auditing
including SA 200, SA 210, SA 230, SA 300, SA 315, SA 320, SA 330, SA 520,
SA 530 and SA 700.
- The audit opinion issued was unsupported by sufficient and
appropriate audit evidence.
Respondent’s Arguments (CA Sunil R. Jumani)
The Respondent submitted that:
- The management had informed him that the Board possessed authority
to appoint branch auditors.
- Secretarial compliances were certified by an independent Practicing
Company Secretary.
- The branch audit was accepted under Section 143(8) of the Companies
Act.
- The terms of engagement were adequately defined by the company.
- Audit planning had been performed based on professional judgment.
- The audit was personally conducted by him without assistance.
- Materiality and risk assessments were considered during the audit
process.
- Analytical procedures and sampling procedures had been carried out.
Court Findings / NFRA Findings
NFRA rejected the Respondent’s explanations and
held that:
1. Invalid
Appointment Accepted
The auditor failed to independently verify whether
the requirements of Section 139 of the Companies Act, 2013 had been complied
with before accepting the appointment.
NFRA held that reliance on management
representations or secretarial certifications was insufficient.
The auditor was required to independently ascertain
compliance with statutory appointment requirements.
2. Violation
of SA 210 (Agreeing the Terms of Audit Engagements)
NFRA found that:
- No proper audit engagement letter was executed.
- Essential terms required under SA 210 were missing.
- The objective and scope of the audit were not properly documented.
Accordingly, SA 210 was violated.
3. Violation
of SA 230 (Audit Documentation)
NFRA observed that the audit file lacked evidence
relating to:
- Understanding of branch operations.
- Internal control evaluation.
- Audit planning.
- Risk assessment procedures.
- Materiality determination.
- IT controls evaluation.
- Verification of trial balance items.
- Supporting audit evidence.
The audit documentation failed to demonstrate the
nature, timing, extent and results of audit procedures.
4. Violation
of SA 300, SA 315, SA 320, SA 330, SA 520 and SA 530
NFRA found absence of documentation supporting:
- Overall audit strategy.
- Risk assessment procedures.
- Materiality calculations.
- Auditor’s response to assessed risks.
- Analytical review procedures.
- Audit sampling methodology.
5. Violation
of SA 700 (Audit Opinion)
NFRA held that:
- The auditor failed to obtain reasonable assurance.
- No sufficient appropriate audit evidence existed.
- Materiality and risk assessment procedures were absent.
- The unmodified audit opinion was unsupported.
Consequently, the audit opinion was held to be
baseless.
Important Clarifications
Independent
Verification is Mandatory
An auditor cannot rely solely upon:
- Management representations,
- Appointment letters issued by management,
- Secretarial compliance certificates,
for accepting an audit engagement.
The auditor must independently verify statutory
compliance relating to appointment.
Audit
Documentation is the Foundation of Audit Quality
NFRA emphasized that:
If audit procedures are not adequately documented,
they are presumed not to have been performed.
Valid
Appointment is a Precondition
Acceptance of a statutory audit assignment without
legal appointment approval itself can amount to professional misconduct.
Audit
Opinion Must Be Evidence-Based
An audit opinion issued without sufficient
appropriate audit evidence is unsustainable under auditing standards.
Sections Involved
Companies
Act, 2013
- Section 132
- Section 132(4)
- Section 139
- Section 140
- Section 143(8)
- Section 143(9)
- Section 143(10)
Chartered
Accountants Act, 1949
- Section 22
- Clause 9 of Part I of First Schedule
- Clause 7 of Part I of Second Schedule
- Clause 8 of Part I of Second Schedule
- Clause 9 of Part I of Second Schedule
NFRA Rules,
2018
- Rule 11(6)
Standards on
Auditing
- SA 200
- SA 210
- SA 230
- SA 300
- SA 315
- SA 320
- SA 330
- SA 520
- SA 530
- SA 700
Final Order
NFRA held CA Sunil R. Jumani guilty of professional
misconduct and ordered:
Monetary
Penalty
₹1,00,000 (One Lakh Rupees)
Debarment
One year debarment from:
- Being appointed as an auditor,
- Being appointed as an internal auditor,
- Undertaking any audit relating to financial statements,
- Undertaking internal audits of companies or body corporates.
The order was directed to become effective after 30 days from the date of issuance.
Link to download the order -https://cdnbbsr.s3waas.gov.in/s3e2ad76f2326fbc6b56a45a56c59fafdb/uploads/2023/09/202309301218193129.pdf
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