A NON-GOVERNMENTAL ORGANIZATION IN SPECIAL CONSULTATIVE STATUS WITH THE ECONOMIC AND SOCIAL COUNCIL OF THE UNITED NATIONS

• WHAT IS CIFA

• PURPOSE AND OBJECTIVES

• ADVANTAGES TO PARTNERS

A NON-GOVERNMENTAL ORGANIZATION IN SPECIAL CONSULTATIVE STATUS WITH THE ECONOMIC AND SOCIAL COUNCIL OF THE UNITED NATIONS

• BORN IN 2001 AS A NON PROFIT FOUNDATION• TODAY REGROUPS 45 NATIONAL INDEPENDENT

FINANCIAL ADVISORS’ ASSOCIATIONS (IFA’S) FROM 25 COUNTRIES

• SPECIAL CONSULTATIVE STATUS WITH THE ECOSOC (UN)

A NON-GOVERNMENTAL ORGANIZATION IN SPECIAL CONSULTATIVE STATUS WITH THE ECONOMIC AND SOCIAL COUNCIL OF THE UNITED NATIONS

• FEDERATE NATIONAL AND INTERNATIONAL FINANCIAL INTERMEDIARIES ASSOCIATIONS

• INTERFACE WITH FINANCIAL REGULATORY BODIES AS GLOBAL REPRESENTATIVE OF THE IFA PROFESSION

• PROMOTE THE CHARTER OF INVESTOR’S RIGHTS

A NON-GOVERNMENTAL ORGANIZATION IN SPECIAL CONSULTATIVE STATUS WITH THE ECONOMIC AND SOCIAL COUNCIL OF THE UNITED NATIONS

• LAUNCH IFA BEST PRACTICE STANDARDS IN COLLABORATION WITH THE ICC;

• HELP SET UP EDUCATIONAL STANDARDS FOR THE PROFESSION;• CREATE DOCUMENTARY DATA BASE FOR IFA’S;• PROMOTE COREGULATION;

A NON-GOVERNMENTAL ORGANIZATION IN SPECIAL CONSULTATIVE STATUS WITH THE ECONOMIC AND SOCIAL COUNCIL OF THE UNITED NATIONS

• NATIONAL ASSOCIATION HAVE INSUFFICIENT INTERACTION BETWEEN THEMSELFS OR WITH INTERNATIONAL BODIES

• NO HARMONISATION TO ACHIEVE COMMON GOALS ON A GLOBAL BASIS IN THE PROFESSION

• IFA’S FOLLOW THE « GLOBALISATION » PROCESS

A NON-GOVERNMENTAL ORGANIZATION IN SPECIAL CONSULTATIVE STATUS WITH THE ECONOMIC AND SOCIAL COUNCIL OF THE UNITED NATIONS

PRESENT SITUATIONPRESENT SITUATION

IFAsIFAs IFA AssociationsIFA Associations

A NON-GOVERNMENTAL ORGANIZATION IN SPECIAL CONSULTATIVE STATUS WITH THE ECONOMIC AND SOCIAL COUNCIL OF THE UNITED NATIONS

CREATE A DIALOG AND A COMMON WILL TO IMPROVE THE FINANCIAL SERVICES SECTOR TO BENEFIT THE INVESTOR

CIFACIFA

A NON-GOVERNMENTAL ORGANIZATION IN SPECIAL CONSULTATIVE STATUS WITH THE ECONOMIC AND SOCIAL COUNCIL OF THE UNITED NATIONS

Partner Associations

• HOW TO STRENGTHEN IFAS’ ASSOCIATIONS PROFESSIONAL COHESION?

• HOW TO FIGHT POOR BUSINESS PRACTICES ?• HOW OBTAIN OPTIMAL CONDITIONS IN THE PERFORMANCE OF THE

IFA’S ASSOCIATIONS DUTIES ?• HOW TO STRENGTHEN THE INVESTOR’S TRUST IN THE IFAS ?

A NON-GOVERNMENTAL ORGANIZATION IN SPECIAL CONSULTATIVE STATUS WITH THE ECONOMIC AND SOCIAL COUNCIL OF THE UNITED NATIONS

• DEFEND THE INVESTORS RIGHTS • IMPROVE THE DIALOG BETWEEN IFAS ASSOCIATIONS• PROMOTE COREGULATION

THROUGHA COMMON STRONG ORGANIZATION

A NON-GOVERNMENTAL ORGANIZATION IN SPECIAL CONSULTATIVE STATUS WITH THE ECONOMIC AND SOCIAL COUNCIL OF THE UNITED NATIONS

A NON –GOVERNMENTAL ORGANIZATION IN SPECIAL CONSULTATIVE STATUS WITH THE ECONOMIC AND SOCIAL COUNCIL OF THE UNITED NATIONS