Confidentiality and Accountability Agreement
Confidentiality Agreement:
By submitting this form, I acknowledge that CFA Institute’s banking information is confidential and proprietary. I agree to use it solely for the purpose of facilitating approved donations to my fiscally sponsored project. I understand that any unauthorized disclosure, distribution, or misuse of this information — including sharing it publicly, posting it online, or using it for non-donation purposes — constitutes a breach of this agreement.
Accountability:
I accept full responsibility for safeguarding this information and ensuring all individuals listed above adhere to the same confidentiality standards. If CFA Institute determines that this information has been misused or shared improperly, I understand that CFA Institute may:
Suspend or terminate my fiscal sponsorship.
Withhold disbursement of funds until the issue is resolved.
Seek legal or financial remedies for damages incurred by such breach.
Acknowledgment:
By signing below, I attest that all information provided in this form is accurate and that I have the authority to make this request on behalf of my fiscally sponsored project.