Bylaws & Reports

Bylaws - CFA Society Chile

Bylaws

Society's Bylaws are available at the link.

Board Manual

The purpose of this document is to set out more information about the procedures for the members, board, directors, officers, volunteers and committees of CFA Society Chile than is possible in the Bylaws. In addition, this document aims to provide useful background information about the Society and those aspects of its activities most relevant to the people involved. 

Policies  

You can find internal Society policies: 

• Code of Conduct Annual Acknowledgement Form (PDF)
• Code of conduct for Society Board of Directors (PDF)
• Board Meetings Policy (PDF)​​​
• Conflict of Interest Policy (PDF)
• ​​Conflict of Interest Disclosure Form (PDF)​
  
• Whistleblower Policy (PDF)
• Record Retention Policy
• Data Privacy Policy
• Media Relations Communications Policy
• Investment & Reserves Policy
• Travel and Expense Reimbursement Policy (PDF)
• Procedure for Addressing Ethics Violations (PDF)