CFA Society Toronto - Board

2016_CFA_SocietyToronto_BoardManual

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- 3 - ARTICLE II Membership 1.0 Classes of Members 1.1 The Society shall include three classes of members: a) Regular Members, b) Affiliate Members, and c) Associate Members. 1.2 "Retired Member" is a sub-classification of the Regular Member class. References herein to Regular Members also include Retired Members, unless otherwise stated. 2.0 Voting Rights 2.1 Each Regular Member In Good Standing has voting rights in the Society and shall be entitled to one vote per Member. 2.2 Affiliate Members and Associate Members do not have voting rights in the Society. 3.0 Membership in CFA INSTITUTE 3.1 Each Regular Member of the Society must also be a regular member in good standing of CFA Institute. 3.2 Each Affiliate Member of the Society must also be an affiliate member in good standing of CFA Institute. 3.3 Each Associate Member is a Member of the Society only. 4.0 Requirements for Becoming a Member 4.1 To become a Member of the Society, each applicant shall: a) Applicants require professional references: Three professional references are required unless you have a reference from a regular member of the society to which you are applying. In that case, two professional references are required. Supervisor references are preferred. When selecting your references, please note that they will be required to comment on your work experience and professional character. Select individuals who can attest to your responsibilities related to the investment decision-making process; and b) submit the following completed documents to the Society (or, in the case of Regular Members and Affiliate Members, to CFA Institute) for review: i) Membership Application (with Member Agreement); and ii) in the case of Regular Members and Affiliate Members, a Professional Conduct Statement; c) in the case of Associate Members, submit payment for annual dues for membership in the Society (which shall be returned if application for membership is denied) or, in the case of Regular Members and Affiliate Members, upon receipt of an invoice from CFA Institute, submit payment for annual dues for membership in the Society and CFA Institute; d) in the case of Regular Members and Affiliate Members, receive approval from CFA Institute (regarding applicant's professional conduct and, in the case of Regular Members, Acceptable Professional Work Experience); and e) meet the requirements for specific membership sought (i.e., Regular, Affiliate, or Associate) as set forth below. CFA Society Toronto Board Manual 2016 Page 120 of 194

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