Annual General Meeting 2024
Annual General Meeting (AGM) of Members will take place on Monday, 30 September 2024 at 16:00, CET, at CFA Society Switzerland office. Online participation is not possible.
Registering for AGM
If you would like to attend the AGM, please register by 20 September 2024:
Register here
Walk-ins can't be accommodated. Please register by the deadline.
Proxy Voting
Note that in accordance with society bylaws, only regular members of the society can vote. All regular members received an email with ballot instructions on 27 August 2024 at 14:00, CET from info@cfasocietyswitzerland.org via SurveyMonkey. That email contains a personalized link that can be used to cast your vote. Please note that the email and the link are for personal use only and must not be forwarded to anyone else. Regular members may cast and change their vote until the ballot closes on 20 September 2024 at 12:00, CET. To preserve the confidentiality of the vote, we do not record members' personal details with each vote, we only record whether or not a member has voted online. Therefore it will not be possible to cast or change your vote at the in-person AGM once you have submitted your vote online.
Alternatively, regular members who have opted out of society surveys via SurveyMonkey at an earlier stage or who would like to cast their vote either by regular mail, e-mail or in-person at the AGM, may do so by printing and completing the ballot form contained in the AGM materials. Mailed forms must reach the society’s office on or before 20 September 2024 at 12:00, CET. Mailing documents must include the name, surname, and CFA Institute ID for vote counting purposes. Please use the ballot form below. Members who attend the AGM and did not already vote online will receive confirmation that they are eligible to vote at the AGM.
Available material:
Ballot form only for mail/email use (PDF) *
* For members who opted out of Society surveys via SurveyMonkey (to be sent by mail to the postal address: CFA Society Switzerland, Höschgasse 83, 8008 Zürich, or e-mail to info@cfasocietyswitzerland.org. This form needs to reach the Society office before 20 September 2024, 12:00, CET) or for those who prefer to vote in person at AGM. Note that confidentiality of the vote can only be sustained by voting online.