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This document contains the minutes of an extraordinary meeting held by the Board of the CFA Society of the UK on November 21, 2023. It outlines the attendees, discussions regarding declarations of interest, approval of previous minutes, finance reports, Ofqual compliance, director appointments, and future meeting dates.
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The CFA Society UK Board is the governing body responsible for overseeing the activities and strategic direction of the CFA Society in the United Kingdom.
Members of the CFA Society UK who hold certain designations or positions within the society may be required to file documentation with the CFA Society UK Board.
To fill out the CFA Society UK Board documents, individuals typically need to follow the guidelines provided by the society, which may involve providing personal information, professional credentials, and any other required disclosures.
The purpose of the CFA Society UK Board is to support the mission of promoting ethical investment practices, providing educational resources, and enhancing the professional development of its members.
Information that must be reported on the CFA Society UK Board includes membership details, professional qualifications, conflict of interest disclosures, and any relevant changes in professional status.
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CFA Society UK Board meeting minutes Ofqual compliance finance report director appointments AGM meeting notes education committee KPI report corporate governance

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