CIFA
CIFA
A NON-PROFIT SWISS FOUNDATION
A NON-GOVERNMENTAL ORGANIZATION
IN GENERAL CONSULTATIVE STATUS WITH THE ECONOMIC AND
SOCIAL COUNCIL OF THE UNITED NATIONS

CIFA, a non-profit Swiss foundation, was setup in Geneva, Switzerland, in December 2001, under the auspices of the Swiss Group of Independent Financial Advisors (GSCGI), as a high level international center in the field of finance, asset management and global financial counselling

CIFA aims to protect and defend the interests of Investors and Independent Financial Advisors (IFAs) at national and international levels, as well as to be the ideal contact point for financial advisors and wealth managers, legislators and regulators.

With individual investors’ rights in mind, CIFA chose to focus on enhancing the basic status (the very foundations of their independent businesses) of IFAs around the globe, by promoting the highest professional standards, best-practice rules and ethical rules.

These specific goals have been pursued relentlessly by CIFA, which has the highly impressive ability to approach them from several interesting angles through the intelligent selection of renowned international speakers. Each year, the appropriateness of topics, along with the excellence of presentations and relative round-table discussions have been remarkable.

By 2007, CIFA had already become a NGO (non-governmental-organization) in “special consultative status” with the ECOSOC, the United Nations’ Economic and Social Council. CIFA attends and speaks at several UN gatherings organized at the initiative of the General Assembly, ECOSOC, Group of 77, UNCTAD, UNITAR, FOSS, etc.

A year later, in 2008, “THE CHARTER OF INVESTORS’ RIGHTS” (www.cifango.org), developed under the supervision of the UN’s ECOSOC, was introduced during the CIFA’s VIth Forum held in Prague, The Czech Republic. Finally, the basic rights of investors were taken into account in finance!

In February 2015, The United Nations reclassified CIFA to the “general consultative status” with the UN-ECOSOC. As a result, CIFA joined the select UN club of 140 NGOs accredited to interact during UN thematic debates.

PROTECT AND DEFEND
THE INTERESTS OF
INVESTORS AND
INDEPENDENT
FINANCIAL ADVISORS
See the charter of Investor’s rights
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Trusting no. 14

I begin this editorial with a quote from Solitaire Townsend, Co-founder of Futerra:
“I believe that individuals are just as important as institutions when it comes to changing the world. As citizens, parents, neighbours and consumers, our decisions matter. By sharing a set of clear goals and meaningful actions for each Sustainable Development Goal, we can build confidence..."

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Trusting no. 14
White paper No. 13
WHITE PAPER
FORUM 2015

White papers provide detailed reports of round-table discussions and debates during CIFA’s Annual International Forums.

The purpose of the white paper is to make international leaders and deciders, at all levels, aware of major international issues impacting sound and sustainable economic growth worldwide.

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PARTNERS OF CIFA
ASSIST WITH DEFINING
THE FUTURE
REGULATORY FRAMEWORK
OF INDEPENDENT
FINANCIAL ADVISORS
PARTNER FEDERATIONS AND ASSOCIATIONS
European Federation of Financial Advisers and Financial Intermediaries (FECIF), Brussels
Foundation of Independent Financial Advisors (FIFA)
LE CFPB
European Fund and Asset Management Association, Brussels
EFPA
Der Bundesverband Finanzdienstleistung AfW
EFFAS : European Federation of Financial Analysts Societies
Association Luxembourgeoise des Professionnels du Patrimoine (ALPP), Luxembourg
Association Française de la Gestion financière – AFG
Fidurhône S.A.
The IFA`s Wealth Gram
BANCO
Privatebanking.com
Association of Financial Intermediaries and Independent Financial Advisors of the Czech Republic
ANACOFI - Association nationale des conseils financiers
Association Nationale des Conseils Diplômés en Gestion de Patrimoine (A.N.C.D.G.P.)
Anasf: Associazione nazionale consulenti finanziari
Associação Portuguesa de Fundos de Investimento, Pensões e Patrimónios, Lisbon
Wealth Management Association (WMA), London
Beroepsvereniging Zelfstandige Bank- en verzekeringsbemeddelaars (BZB), B-Oudenaarde
Bundesverband Investment und Asset Management (BVI), Frankfurt/Main
CAPS Consultores
The Canadian Institute Of Financial Planning, Ontario
Chambre Nationale des Conseils-Experts Financiers (CNCEF), Paris
Compagnie des Conseils et Experts Financiers (CCEF), Paris
Cyprus International Financial Services Association (CIFSA), Nicosia
Deutsche Gesellschaft für Finanzplanung (DGF), Bad Homburg
Federación de Asociaciones de Profesionales Asesores de Inversión y Financiación (AIF), Barcelona
The Financial Advisors Association of Canada, Toronto
Financial Planning Standards Board Indonesia, Djakarta
International Financial Management Association (IFMA) Geneva
Institute of Financial Planning, Bristol
Association Suisse des Conseils en Gestion Indépendants (GSCGI), Geneva
Portfolio Management Association of Canada (formerly ICAC) Toronto
Society of Financial Service Professionals (Singapore)
The Swiss Financial Analysts Association (SFAA)
Unie Spolecnosti Financniho, Prague
Vereniging van Vermogensbeheerders & Adviseurs (VV&A)
VOTUM Verband Unabhängiger Finanzdienstleistungs-Unternehmen in Europa, Hambourg
Association Française Des Conseils En Gestion De Patrimoine Certifiés, Paris
Syndicat Des Professionnels Des Fusions Et Acquisitions, Paris
Association Monégasque des Activités Financières, Monaco
Europejska Federacja Doradców Finansowych
AFPA vertritt Österreichs Vermittler in Europa
The Federation of European Independent Financial Advisers
The SMSF Association
Finanzplaner Forum
Independent Financial Advisors Association
VZMD - PanSlovenian Shareholders' Association
The IFAA
CIFA operates
in many areas
Crossroads