Inclusion Code Signatory Notification

Complete this form if your organization is becoming a signatory to the voluntary Inclusion Code. In submitting this form, you indicate your organization’s voluntary commitment to the principles of the Inclusion Code that through its approach to inclusion and/or its policies and procedures, commits to each principle of the Inclusion 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 Inclusion 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 Inclusion Code must submit this form.

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

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Contact One

Prefix

Given Name First Name

Family Name Last Name

Job Title

Email Address

Phone Number

Contact Two

Prefix

Given Name First Name

Family Name Last Name

Job Title

Email Address

Phone Number

Organization Information

Country / Region

Organization Name

State / Territory

Province

State

Region

City

Website Address Valid URL address, example: https://example.com

Organization Type and Structure

Please select your organization type

Is your organization a subsidiary of a larger parent company?

Yes

Parent Company Name

Organization Assets

Total Assets Under Management (AUM) for Your Organization 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.

Total Assets Under Advisement (AUA) for Your Organization 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

Inclusion Code Acknowledgement

My organization as mentioned above voluntarily commits to each principle of the Inclusion Code. My organization acknowledges CFA Institute may update and modify the Inclusion Code in the future, and accepts the responsibility to ensure knowledge of these changes.

My organization acknowledges that if it no longer commits to all the principles and provisions of the Code (including updates), or it chooses to stop claiming commitment with the Inclusion Code, my organization will no longer claim commitment and will promptly notify CFA Institute that it has stopped claiming commitment.