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 Putting Investors First – Joint Effort of CFA Society Pakistan & SECP

​CFA Society Pakistan continuously strives to engage with different stakeholders to address critical issues related to growth and stability of our capital markets, and investor protection is at the heart of it. 

CFA Society Pakistan and Securities & Exchange Commission of Pakistan (SECP) have entered into a Memorandum of Understanding for conducting joint activities in areas of promotion of Investor Rights and creating / enhancing awareness about it. This is also part of the CFA Institute's global initiative of "Putting Investors First" which we now intend to fully endorse in Pakistan as well. We hope that this will also create awareness amongst employers and investors of engaging suitably qualified finance professionals with high ethical standards which forms the core focus of the CFA program. We have also issued a two page supplement in DAWN on April 04, 2016 containing detailed information on the scope of joint activities to be followed by a small booklet for handy reference.

We were honored that Mr. Thomas Ma, CFA, CPA, FRM - Director Government and Regulator Relations, CFA Institute especially came to Islamabad to attend in-person the signing of the MOU on April 04, 2016. Prior to joining CFA Institute, Thomas worked as an Associate Director in the Advisory Consulting practice of PwC in Hong Kong. He has over a decade of experience of advising financial institutions in both China and United States.

Members were invited to join us for lunch held post the MoU signing ceremony at SECP Head Office in Islamabad which was a good opportunity to exchange ideas with Thomas.

This will be followed by a series of awareness advertising for 'Statement of Investor Rights' issued by CFA Institute, industry related articles to be published in newspapers and joint workshops on the subject.