ANNUAL GENERAL MEETING

This year's in-person AGM will be taking place on 24 November 2026 from 6:00pm at ICAEW, Chartered Accountants Hall, One Moorgate Place, London EC2R 6EA. You can reserve your place here.

Supporting documents for the AGM:

Notice for AGM 2026
Notice of a Class Meeting of the Regular Members of the Society
Chair's Letter to Members AGM 2026
CFA Society of the UK Annual Report and Financial Statements for the Year Ended 30 June 2026
CFA UK Nominating Committee Member's Report 2026
2025 AGM Minutes
Updated CFA UK Articles of Association Colour-coded Amendments Version
Updated CFA UK Articles of Association Clean Version

If you have any questions regarding the AGM event format or venue please email events@cfauk.org.

Voting on the resolutions during the meeting is expected to be by way of a poll. To submit your vote at the meeting you will need to vote via your mobile phone or other device when voting opens, following the link to the voting website which will be emailed to you along with your unique access code. Or you can vote in advance by appointing a proxy.

Voting in advance does not prevent you from attending the meeting and voting real time but please note that, in attending the AGM in person, and voting, any previous proxy vote will be cancelled.

Additional documentation regarding the update to CFA UK's Articles of Association:

A Letter of Endorsement on the Changes to the Articles of Association from CFA Institute 
Slides from the Member Town Hall Meeting Held in September, Outlining the Changes
A Summary of the Changes Proposed to the Society’s Articles of Association