CFA Society Toronto - Board


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THE TORONTO SOCIETY OF FINANCIAL ANALYSTS (o/a CFA Society Toronto) BY-LAWS Amended and Restated June 23, 2015 ARTICLE I Formation and Purpose 1.0 Name 1.1 Incorporated in the Province of Ontario as of the 30th day of June 1970, the name of the corporation is "The Toronto Society of Financial Analysts", o/a "CFA Society Toronto" (herein, "the Society"). 2.0 Head Office 2.1 The head office of the Society shall be in the City of Toronto in the Province of Ontario and at such place therein as the Board may from time to time by resolution determine. 3.0 Seal 3.1 The seal of the Society, if any, may be approved by resolution of the Board. 4.0 Purpose 4.1 The purposes of the Society are as set forth in its letters patent. 5.0 Definitions 5.1 "Acceptable Professional Work Experience" as it relates to applicants seeking to become Regular Members or Affiliate Members, means employment activities that consist to a majority extent of: a) evaluating or applying financial, economic, and/or statistical data as part of the investment decision-making process involving securities or similar investments, which includes but is not limited to publicly traded and privately placed stocks, bonds and mortgages and their derivatives, commodity-based derivatives and mutual funds, and other investment assets such as real estate and commodities, if these other investment assets are held as part of a diversified, securities- oriented investment portfolio; b) supervising directly or indirectly those who practice the activities listed above; or c) teaching such activities listed above. 5.2 "Affiliate Member" is an individual who has met the requirements set forth in Article II, Section 6.0 of this Bylaw. 5.3 "Associate Member" is an individual who has met the requirements set forth in Article II, Section 7.0 of this Bylaw. 5.4 "Board" is the Board of Directors of the Society. 5.5 "CFA Program" refers to the Chartered Financial Analyst (CFA) study and examination program administered by CFA Institute. 5.6 "Chair" is the presiding officer at meetings of the Board and at all meetings of the Members of the Society. 5.7 "CFA Designation" refers to the designation granted by CFA Institute. 5.8 "Code and Standards" is the CFA Institute Code of Ethics and Standards of Professional Conduct, as the same might be amended from time to time. CFA Society Toronto Board Manual 2016 Page 118 of 194

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