AGM 2023

Annual General Meeting


This year's in-person AGM will be taking place on 21 November 2023 from 6:15pm at Royal College Of Surgeons Of England (35-43 Lincoln's Inn Fields, London WC2A 3PP). You can reserve your place here. If you are unable to attend in person we will be working with UK Engage again this year to provide online voting. 

See below for supporting documentation for the AGM.

Explore CFA UK's commitment to sustainability

If you would like to submit a question to be shared at this year's AGM please send it to

If you have any questions regarding the AGM event format or venue please email

To support the delivery of online voting at this year’s AGM we are working with UK Engage. They are a leading provider of democratic services and will assist in administering a transparent, impartial and trusted online voting process. You will receive an email from with instructions on how to vote.  

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.



CFA UK Board Minutes

Membership year 2022/2023

Membership year 2021/2022

Membership year 2020/2021

Membership year 2019/2020

Membership year 2018/2019