Incorporated Rules, AGM and Annual Report

CFA Society New Zealand Incorporated Rules

Click here for the CFA Society New Zealand Rules which were last updated at the AGM in November 2021. The constitution includes:

  • The aims of the society
  • Member responsibilities
  • Types of memberships and how to start or resign from being a member
  • Meetings of the members, ie. Annual General Meeting

2025 Annual General Meeting

The 2025 AGM is to be held in-person in Auckland on 3 December 2025 – register here to attend.

Click here to view the 2025 Annual Report.

All members are notified of upcoming Annual General Meetings and invited to attend. Regular Members in good standing are able to vote.