Review of Applications for Membership
The Board shall have the right to review all applications for membership in the Society. In the event of disagreement concerning administration of regular membership requirements, the Society shall have the right to appeal to the CFA Institute Board of Governors. The Board of Governors, or a designated committee thereof, shall have the authority to make final determinations on the application of regular membership provisions.
Maintaining Membership Status
To continue being a member, each such individual shall:
a) Adhere to all applicable rules and regulations, including the Society Bylaws, the CFA Institute Articles & Bylaws, the Code & Standards, and other rules relating to professional conduct;
b) Annually file a Professional Conduct Statement, unless excused as a recognized "Retired" Member;
c) Pay membership dues.
Membership List and Member Records
The Secretary shall keep a list of and make available to CFA Institute the names and addresses of all members of the society and such other records and information relating thereto as the Board shall determine. The Board shall preserve its records and the records of its committees, with respect to each applicant and member, for such period as the Board may determine.