Terms and Conditions

  1. The promotion period for the Anniversary Offer is from midnight on 2nd January 2023 until 11:59pm on 31st August 2024 (based on EST and as determined by the time of receipt by the salesforce server (Promotion Period)).
  2. The Anniversary Offer is organised by CFA Institute and will be available globally.
  3. New CFA program candidates (Entrant) can automatically enter a draw to get a chance to win an Anniversary Offer by filling in the online form which will be promoted during various events throughout the Promotion Period at the sole discretion of CFA Institute. Each draw shall have a minimum of 100 entrants. If there are less than 100 registrants for an event at which a draw was promoted, then decision to continue draw will be determined by Business Development Team.
  4. There will be a total of 140 winners (Winners) of an Anniversary Offer and each Winner will receive one Anniversary Offer.
  5. The draws are open to all persons who satisfy the following:
    1. natural persons (e.g. companies are not eligible to enter); and
    2. aged 18 years or above; and
    3. have registered for AND attended a relevant event; and
    4. have completed the steps specified in Clause 3 above.
    5. Entrants who cease to fulfill any of these criteria for the entirety of the Promotion Period will be ineligible, even if they met the criteria at the time of entry. Any person who acts in breach of any laws and regulations or who has a conflict of interest would also be ineligible from participating in any draw. Persons who have been involved in setting up or running any draw are not eligible to enter.
  6. No purchases are required to be made to participate in any draw.
  7. Only one entry to any draw is permitted per person and only one Anniversary Offer can be won per Entrant. If there is more than one entry from the same Entrant, only the earliest entry will be considered by CFA Institute.
  8. All matters relating to the drawing process shall be at CFA Institute sole discretion. The decision of CFA Institute is final.
  9. The Winners will be personally responsible for all additional costs incurred due to the acceptance and use of the Anniversary Offer.
  10. CFA Institute will contact the Winners by the email provided on the online form. Upon receipt of the information, CFA Institute will send a confirmation email to each of the Winners. Winners are required to follow the instructions and collect the Anniversary Offer within 14 days of the confirmation email. If no response is received from the Winner within a specified period of time, or if the Winner is found to be ineligible to enter the draw, or if the Winner fails to provide the required information for identity verification, the Winner will be disqualified, and CFA Institute reserves the right to replace the Winner or forfeit the Anniversary Offer. The Anniversary Offer is non-transferable, non-negotiable, non-refundable and non-exchangeable for cash. Anniversary Offers must not be sold or given away and may become void if this condition is breached.
  11. CFA Institute reserves the right to feature the Winners' names in marketing or promotional materials. By completing the steps in Clause 3 above, Winner agrees to the use of his/her information.
  12. By providing his/her personal data to CFA Institute on the online form, the Winner agrees to the use of his/her personal data by CFA Institute for the purposes set out on the online form and to such transfer of his/her personal data as mentioned in these Terms and Conditions.
  13. Personal data will be collected by CFA Institute in accordance with CFA Institute's privacy policy to be found at https://www.cfainstitute.org/en/about/governance/policies/privacy-policy.
  14. By performing the actions required under Clause 3 above, Entrants agree to participate in the relevant draws and be bound by these Terms and Conditions. No further written contract will be entered into. In case of any dispute arising from any draw, the decision of CFA Institute shall be final and conclusive.
  15. No person other than the Entrant and CFA Institute will have any right to enforce or enjoy the benefit of any of the provisions of these Terms and Conditions.
  16. CFA Institute does not accept responsibility for entries that are lost, damaged, defaced, illegible, incomplete, incorrectly completed or delayed by any failure or malfunction of any computer or mobile device or software or by any failure or defect in any telephone network.
  17. CFA Institute reserves the right to exclude an Entrant who violates these Terms and Conditions, tampers with any draw, engages in abusive, deceitful or fraudulent behaviour in relation to any draw or makes false representations, statements, or violates applicable laws or regulations. If an Entrant is excluded, the Anniversary Offer may be subsequently revoked and reclaimed.
  18. It is the Winners' responsibility to comply (at their own expense) with any laws requiring payment of any tax, duty, levy or similar impost relating to the award of the Anniversary Offer, and CFA Institute shall have no responsibility in respect thereof.
  19. These Terms and Conditions are subject to prevailing regulatory requirements.
  20. Entrants agree that the draws and these Terms and Conditions shall be construed and governed in accordance with the laws of Virginia, United States, and that the courts of Virginia shall have exclusive jurisdiction over any disputes.
  21. CFA Institute reserves the right to change these Terms and Conditions at any time without prior notice and accepts no liability for any such change, withdrawal, and termination. Any draw may be withdrawn or terminated by CFA Institute at its discretion in which case CFA Institute will notify any Entrants via email.
  22. Contact CFA Institute: Rob Thompson (rob.thompson@cfainstitute.org) or Gayle McMillan (gayle.mcmillan@cfainstitute.org).