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CFA UK Membership Renewal Form

This form should only be submitted by existing members wishing to renew CFA UK membership.

In submitting your application, you are agreeing to the terms and conditions.

Section 1 - Personal Information

Section 2: Terms

Please tick the following boxes:

1. CFA Society of the UK’s terms and conditions

Please read full terms and conditions.

2. Code of Ethics and Professional Conduct

Members of CFA UK must:

  • Act with integrity, competence, diligence, respect, and in an ethical manner with the public, clients, prospective clients, employers, employees, colleagues in the investment profession, and other participants in the global capital markets.
  • Place the integrity of the investment profession and the interests of clients above their own personal interests.
  • Use reasonable care and exercise independent professional judgment when conducting investment analysis, making investment recommendations, taking investment actions, and engaging in other professional activities.
  • Practice and encourage others to practice in a professional and ethical manner that will reflect credit on themselves and the profession.
  • Promote the integrity and viability of the global capital markets for the ultimate benefit of society.
  • Maintain and improve their professional competence and strive to maintain and improve the competence of other investment professionals.

As a member of CFA UK, you are required to answer the following professional conduct questions. If any answer is "yes" then CFA UK will contact you to obtain details on this matter.

I agree to notify CFA UK promptly of any material changes required in my responses to the foregoing questions. I acknowledge and understand that failure to comply with the CFA Institute Code of Ethics and Standards of Professional Conduct is grounds for disciplinary action against me and that failure to cooperate with any CFA UK investigation of my conduct is grounds for summary suspension. *

Section 3: Payment

The current subscription for membership is £120.00, which will be due for renewal on 1 July 2020.

To complete the membership renewal process a member of CFA UK we will email you to arrange a time to take payment.

* Is a required field

If you experience any issues when trying to submit this form, contact us on membership@cfauk.org or call 020 7648 6200 (option 2).