Annual General Meeting 2025 Notice

To all members of the Chartered Institute for Securities & Investment, notice is hereby given that the Annual General Meeting of the Institute will be held at 09.30 BST on Wednesday 15 October 2025 at the Institute’s Offices, 20 Fenchurch Street, London EC3M 3BY. Members will also be able to take part online.

The AGM is an opportunity for members to find out how the CISI advanced its strategic aims and charitable objectives over the past year and understand how the Board fulfilled its governance responsibilities through the Trustees’ report and audited accounts. The meeting will also appoint Trustees to the Board. The Board hopes members will be able to participate in this important annual event.

View AGM notice and agenda

You can take part in the AGM in one of the following ways:

  • Appoint the Chair as your proxy

Complete Form A either using the online form or by downloading the PDF version. If you use the PDF, you must return it by email to TheGovernanceUnit@cisi.org no later than Wednesday 8 October 2025.

  • Appoint another proxy

Complete Form B either using the online form or by downloading the PDF version. If you use the PDF, you must return it by email to TheGovernanceUnit@cisi.org no later than Wednesday 8 October 2025.

  • Attend the Hybrid AGM yourself

Attend the AGM in person (London) or via the online stream and vote directly. You will need to register your attendance in advance for either event.

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      CPD
      Continuing Professional Development (CPD) is of key importance to all practitioners in the financial services sector. As from 1 January 2018 all individual members of SAIS are expected to complete and record CPD.

      In order to provide all our members with the tools needed to comply with our CPD rules, SAIS has joined forces with the Chartered Institute of Securities & Investment (CISI), an international professional body, to develop a joint CPD portal. This joint portal provides access to international CPD materials and over time we will adjust some of the material to become South Africa specific and add additional local material. The portal allows for the recording of CPD activities and the uploading and storing of evidence.

      Please note: This co-operative project between SAIS and the CISI does not provide you with membership of the CISI or any other CISI benefits.

      Why CPD?
      CPD is the process of learning and developing your knowledge and skills whilst you work. This shows colleagues, clients and regulators that you are committed to upholding your competence. On completion of your CPD obligations and at the end of each CPD year you will be awarded a certificate which is tangible evidence of your dedication to ongoing professionalism.

      Through this joint CISI-SAIS portal we offer you a wealth of opportunities to develop your expertise through online resources and publications, and document your progress.

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      Activities of other professional bodies or training providers are admissible, but all CPD logged must be professionally relevant to the member. Members may need to demonstrate the professional relevance of an entry on their CPD log should this be requested by SAIS.

      SAIS reserves the right to decline CPD an activity that does not meet its requirements. Please email cpd@sais.co.za with any questions regarding the relevance of certain activities.
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      YOUR REPRESENTATIVES
      The Institute has a network of hard-working regional committees and national advisory councils whose primary role is to support the provision of continuing professional development opportunities and social and networking events for CISI members. They are are run by local volunteers working in the financial services profession.

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      The SAIS/CISI’s CPD scheme is designed to reflect professional requirements. All activities are categorised into two types of learning, referred to as structured and unstructured. The SAIS require members complete 30 hours of CPD per year, of which can be either structured or unstructured.

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