Membership

Associate Membership Form

Calendar Year Dues: $600
Associate Membership
Firms providing products or services to, related to, or investments utilized by regular members may become associate members. For example, without limitation, mutual funds, trust companies, broker-dealers, investment advisers to mutual funds, media, newsletters, performance measurement firms, pension administrators, members of the Market Technicians Association, firms providing professional services to Regular Members, and such other individuals or firms as the Board of Directors shall designate, may become associate members.

How did you hear about NAAIM?
Company:
Address:
City:
State:  Zip:  
Telephone:
Fax:

Please briefly describe your company:

Primary Contact:
First Name:
MI:
Last Name:
Primary Contact Title:
Address:
City:
State:
Zip:
Telephone:
Fax:
Email:
Website:
Secondary Contact:
First Name:
MI:
Last Name:
Secondary Contact Title:
Address:
City:
State:
Zip:
Telephone:
Fax:
Email:
Website:
Additional Contact 1:
First Name:
Last Name:
Telephone:
Email:
Additional Contact 2:
First Name:
Last Name:
Telephone:
Email:
Additional Contact 3:
First Name:
Last Name:
Telephone:
Email:
Associate Member Type
(please check appropriate listing and explain in further detail)
Firm Type:
or Service Offered
 Back Office Software Provider
Investment Software Provider
Mutual Fund or Variable Annuity
Trust Company
Investment Provider
Consultant
Hedge Fund
Back Office Support Provider
Broker / Dealer Firm
Broker / Dealer Firm
Other
Description of Services:

The following Statement of Adherence must be checked for membership approval.

Statement of Adherence: Membership in NAAIM shall constitute a continuing representation of the member to NAAIM that such member is without knowledge of any fact or facts that would constitute professional misconduct by the member or covered person(s) associated with the member as defined in Section 7 of the NAAIM Bylaws. I hereby affirm my receipt and understanding of the foregoing representation and by my checking this box deliver our annual statement of adherence to the governing documents of NAAIM (Articles of Incorporation and Bylaws, Code of Ethics, Performance Measurement Standards, Fair Practice Policy). Any exceptions as defined in Section 7(b) Professional Misconduct, are reported below as required.

Name:  Title: