Annual General Meeting 2023

AB1 Financial Planning
Tuesday, 11 April 2023
5:30 pm – 6:30 pm (UK time)

Your local institute council invites you to attend our 2023 Annual General Meeting in order to hear first-hand reports from council members on previous and future activities and vote on the appointment of new council members.

If you feel you could make a positive contribution, it is an ideal first step to becoming involved.

Agenda

Ordinary Business

  1. Apologies for absence
  2. Minutes of the AGM held in 2022
  3. Annual Report of Council
  4. Accounts for the year to 31 December 2022
  5. Appointment of an Examiner of Accounts
  6. Elections of Council
    • President
    • Deputy President
    • Vice-Presidents
    • Officers and Members to be elected en bloc

Special Business

  1. Transfer of office
  2. Date of next year's AGM

Join our council - enhance your career, meet new people and develop new skills

We would be pleased to welcome any new member(s) wishing to join council.

Being a council member brings with it an array of benefits including the opportunity to network with senior figures from the industry, develop your own personal skills and raise your profile within the local market.

To find out more, please contact the President at fionatait@ipifa.com or any of the contacts under the ‘about us’ section.

Venue
  • 11 Alva Street
  • Edinburgh
  • EH2 4PH
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