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Edmonton Chartered Financial Analyst (CFA) Society Founded 1976 AFFILIATED WITH THE CFA INSTITUTE ANNUAL GENERAL MEETING PROXY The undersigned regular member in good standing of the Edmonton Chartered
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01
Read the instructions provided with the form of proxy.
02
Collect all the necessary information and documents required to fill out the form.
03
Start by writing your name, contact details, and other personal information as requested.
04
Follow the guidelines to provide information about the person you are appointing as the proxy.
05
Indicate the powers or specific actions the proxy will have or can undertake on your behalf.
06
If necessary, provide any additional instructions or limitations for the proxy.
07
Double-check all the information you have provided and make sure it is accurate.
08
Sign and date the form of proxy.
09
Submit the completed form by the designated method, as instructed.
Who needs form of proxy?
01
Individuals who are unable to attend a meeting or event and want someone to represent them.
02
Shareholders or members of organizations who wish to appoint a proxy for voting purposes.
03
People granting someone else the authority to act on their behalf in a legal or business matter.
04
Individuals who are unable to physically sign certain documents and need someone to sign on their behalf.
05
Organizations or entities that require a formal process for authorizing someone to act as their representative.
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What is form of proxy?
Form of proxy is a legal document that allows a person to appoint another person to vote on their behalf at a meeting.
Who is required to file form of proxy?
Shareholders or members of an organization who are unable to attend a meeting in person but wish to have their vote counted must file a form of proxy.
How to fill out form of proxy?
To fill out a form of proxy, the shareholder must include their name, the name of the person they are appointing as their proxy, the meeting date, and instructions on how to vote on their behalf.
What is the purpose of form of proxy?
The purpose of form of proxy is to ensure that shareholders who are unable to attend a meeting in person still have the opportunity to have their vote counted.
What information must be reported on form of proxy?
The form of proxy must include the shareholder's name, the proxy's name, the meeting date, and instructions on how to vote on behalf of the shareholder.
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