Cookies on the PFS website

By using and browsing the PFS website, you consent to cookies being used in accordance with our policy. If you do not consent, you are always free to disable cookies if your browser permits, although doing so may interfere with your use of some of our sites or services. Find out more »

Personal Finance Society
Recently added to my basket
 
Sorry but there was an error adding this to your basket. Please try adding it again
 

Governance

Details of the AGM, Bye-laws, Memorandum, Articles of Association and our terms & conditions.

Annual General Meeting 2017

The Annual General Meeting of the Society for 2017 will be held on Monday 18 September 2017 at 2 pm in The Great Hall, 20 Aldermanbury, London EC2V 7HY.

Full Notice of the AGM and other related documents:

Biographies for Member and Lay Directors being appointed or reappointed:

  • John White ACII, DipPFS, Chartered Insurance Practitioner
  • Jonathan Rees MA (Oxon)
  • Rory Percival ACII, APFS, Chartered Financial Planner
  • Gordon Wilson APFS, Chartered Financial Planner  

Bye-laws

Personal Finance Society Bye-laws

Memorandum

The companies act 1985 Private Company Limited by guarantee memorandum of association of the Personal Finance Society amended by special resolution passed on 31 December 2004.

Personal Finance Society memorandum

Articles of association

The Companies Act 1985 Company limited by guarantee

ARTICLES OF ASSOCIATION OF THE PERSONAL FINANCE SOCIETY

Adopted by special resolution passed on 13 December 2004 and amended by special resolutions passed on 1 November 2006, 12 November 2007 and 20 September 2010.

Personal Finance Society Articles of Association 2010

 

Governance

  • Governance

Document links

Not already a member?

Members get access to a range of benefits, including quality CPD and discounts on CII exams.