CFA Society Cayman Islands joins global movement of trusted professionals that put investor interests first.

Cayman Islands – May 20, 2015 –CFA Society Cayman Islands announces that it   will join with many other CFA Societies from around the world to recognize May as Putting Investors First Month, a global initiative that seeks to build awareness and unite investment professionals in a commitment to place investor interests above all others. CFA Society Cayman Islands will host a free presentation at 5.00pm on May 20 at the Grand Cayman Marriott Beach resort with Carl Richards, CFA to mark our participation in this global initiative to help call attention to the needs and rights of investors.

Throughout the month of May, many of the 144 CFA societies worldwide will host   local events, and call attention to the needs and rights of investors by endorsing   the Statement of Investor Rights, a list of ten rights that any investor should expect   from financial service providers.

“Today our members join a host of investment professionals around the world to stand together for what is right, and in investors’ best interests,” said Neville Hicks.   “It is our aim to raise awareness of the paramount responsibility of all financial professionals to protect the interests of investors above all else.”

Statement of Investor Rights Helps Investors Demand Ethical Behavior

The central focus of Putting Investors First Month 2015 is the Statement of Investor   Rights, which financial professionals can endorse and share with their clients and communities; investors are also encouraged to read and endorse the Statement. The   Statement applies to financial products and services such as investment management, research and advice, personal banking, and insurance and real estate.   It includes rights that investors are entitled to expect such as objective advice disclosure of conflicts of interest, and fair and reasonable fees. The Statement is intended to help investors demand that financial professionals abide by these rights.

“We want to encourage investors and investment professionals to share and endorse the Statement of Investor Rights so we can ensure a global commitment to ethical principles and strengthen a culture of ethical behaviour,” said Neville Hicks. “We hope to inspire the financial industry by participating in Putting Investors First Month, be it through our May 20th event or endorsing the Statement of Investor Rights.”

Putting Investors First Month is part of the CFA Institute Future of Finance initiative, a global effort to shape a trustworthy, forward — thinking financial industry that better serves society. For more information about the Future of Finance, Putting Investors First Month, and the Statement of Investor Rights, visit: www.cfainstitute.org.

About CFA Society Cayman Islands

About Putting Investors First Month: May 2015

Putting Investors First Month is a global initiative created to encourage financial professionals to place the interests of investors above their own, and build awareness of the duty to protect investor interests. The event is presented as a collaborative effort by societies of CFA Institute, the global association of investment professionals that sets the standard for professional excellence and credentials. Putting Investors First Month is part of the Future of Finance project, a long-term global effort to shape a trustworthy, forward-thinking financial industry that better serves society.

To register for this Free Putting Investors First Event, please visit:

http://www.cfasociety.org/caymanislands/Pages/PuttingInvestorsFirst.aspx