DEI Code Signatory Notification

Complete this form if your organization is becoming a signatory to the Diversity, Equity, and Inclusion Code (USA and Canada). In submitting this form, you indicate your organization’s commitment to the principles of the Diversity, Equity, and Inclusion Code (the “DEI Code”) that through its approach to DEI and/or its policies and procedures, commits to each principle and provision of the DEI Code. Submission does not represent that CFA Institute engages in enforcement or quality control of an organization’s claim of commitment. CFA Institute does not verify the claim of commitment or actual commitment to the DEI Code.

We currently require the contact information for two representatives. Both contacts will be notified when this form is submitted.

Organizations that wish to become signatories to the DEI Code must submit this form.

CFA Institute gathers and protects information in accordance with our Privacy Policy.

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Contact One
First Name
Last Name
Contact Two
First Name
Last Name
Organization Information
Valid URL address, example: https://example.com
Organization Type and Structure
Is your organization a subsidiary of a larger parent company?
Organization Assets
As of the most recent calendar year-end in US Dollars, rounded up to nearest billion. If assets are less than $1billion, please insert 1.
As of the most recent calendar year-end in US Dollars, rounded up to nearest billion. If assets are less than $1billion, please insert 1.
Acknowledgement
DEI Code Compliance Acknowledgement