BULK REGISTRATION FORM
FOR FIRM COORDINATORSASIFMA facilitates multiple staff registrations for this Training Series by firms via a “FirmCoordinator” process. This process allows firms to register and pay for multiple staff acrossdifferent regions / areas within the firm, as well as co-ordinate registrants in an efficient manner.
ASIFMA offers 2 options for Firm Coordinators. Minimum registrant numbers and special fees
apply to each option. In summary:1) Corporate License – Full Series (Transferrable Registrations)•Minimum 20 registrations•Payment in advance via invoice to Firm Coordinator•
Transfer of registrations during the series•
Ability to “top up” individual training sessions on request at the same average fee•
Additional ASIFMA marketing support available each month to attract registrants•
ASIFMA member rate USD480 / Non-member rate USD600 for entire Series•
Equates to USD40 / USD50 per person per session on average2) Bulk Registration – Full Series (Non-transferable Registrations)•Minimum 10 registrations•
Payment in advance via invoice to Firm Coordinator•
No transfer of registrations during the series•
No “top up” of individual training sessions (however can “top up” Full Series)•No additional ASIFMA marketing support available each month•
ASIFMA member rate USD320 / Non-member rate USD400 for entire Series•
Equates to USD26.66 / USD33.33 per person per session on average
Further details about the 2 options, including terms and conditions and the process, are provided
in the next section.
If you would like to proceed with either of the 2 Bulk Registration options, please complete theBulk Registration Agreement (on Page 7 of this document) and return tomgautam@asifma.org.
For further inquiries, please contact ASIFMA at mgautam@asifma.org.

1) Corporate License - Full Series (Transferrable Registrations)
Minimum Registrations and Role of Firm Coordinator
The firm must register 20 or more staff in the full Training Series (12 monthly sessions), howevertransfer of registrations is allowed during the Series. This allows firms to maximise the value of
their investment in training.
The firm must nominate an appropriate representative to act as the “Firm Coordinator”. TheFirm Coordinator is ASIFMA’s central contact person. The Firm Coordinator is responsible forthe initial payment for the Corporate License as well as handling all internal administrative
procedures related to participant registration and attendance. The Firm Coordinator candelegate certain responsibilities to other staff within the firm but must be included in all
correspondence.
Fees, Payment and “Top Ups”
The following Corporate License Special Fees will be offered for firms who choose this option:

Full Series

Corporate License Special Fees (Per Person)
ASIFMA Member
Non-Member
USD480
USD600This equates to USD40 per person per session for ASIFMA member firms. (Note that thestandard fees per person per session are USD80 for ASIFMA members and USD100 for nonmembers.)
Note that the Corporate License option requires a minimum training investment of USD9,600(20 x USD480).
ASIFMA will invoice the firm directly for all participants via the Firm Coordinator, and payment
must be made in advance. ASIFMA will then create a specific Coupon Code for each of the 12sessions for the firm’s participants to proceed the online registration accordingly by themselves.
If requested, ASIFMA will offer additional support to the Firm Coordinator in reaching out toprospective registrants each session by sending to the Firm Coordinator, the electronic Direct
Marketing (eDM) email of each upcoming monthly session during the Series, at an appropriate
time before the session (approximately two weeks).
During the Series, if the Firm Coordinator would like to “top up” the number of registrants at asingle session, ASIFMA can offer the same average fee per person per session as the above,
provided payment for top-ups is made in advance of the particular session.

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Registrant Terms and Conditions, Transfer and Cancellation
Each participant must register on our online registration system with the specific Coupon Codeprovided by the Firm Coordinator. After registration, each participant will be asked to create an
account in ASIFMA Member Portal for accessing various training materials. Please make sure thateach registrant has read and agreed to ASIFMA’s Privacy Policy as well.
Registration is transferrable between individuals during the Series. No refund will be provided
after registration for cancellation. ASIFMA will not be held responsible if registrants do notattend live sessions, as video replay is made available after each session for those who utilize theCorporate License for that session.

Page 32) Bulk Registration - Full Series (Non-transferrable Registrations)
Minimum Registrations and Role of Firm Coordinator
The firm must register 10 or more staff in the full Training Series (12 monthly sessions). Thismeans that those staff have effectively registered for all 12 sessions.
The firm must nominate an appropriate representative to act as the “Firm Coordinator”. TheFirm Coordinator is ASIFMA’s central contact person. The Firm Coordinator is responsible forthe initial payment for the Bulk Registration as well as handling all internal administrative
procedures related to participant registration and attendance. The Firm Coordinator candelegate certain responsibilities to other staff within the firm but must be included in all
correspondence.
Fees, Payment and “Top Ups”
A 20% discount on the standard fee is offered for Bulk Registrations.

Full Series

Standard Fees (Per Person)
ASIFMA Member
Non-Member
USD400
USD500

Bulk Registration Fee (Per Person)
ASIFMA Member
Non-Member
USD320
USD400This equates to USD26.66 per person per session for ASIFMA member firms. (Note that thestandard fees per person per session are USD80 for ASIFMA members and USD100 for nonmembers.)
Note that the Bulk Registration option requires a minimum training investment of USD3,200(10 x USD320).
ASIFMA will invoice the firm directly for all participants via the Firm Coordinator, and payment
must be made in advance. ASIFMA will then create a specific Coupon Code for the firm’s
participants to proceed the online registration accordingly by themselves.
ASIFMA does not offer additional marketing support for this option. However, all registrants will
receive the standard registrant communications for each session to ensure they are prepared.
ASIFMA does not offer “top ups” for single sessions, although a top up to the number ofregistrants under the Bulk Registration for the full Series is allowable at any time during theSeries at the above discounted fee, provided payment is made at the time of request to top up.

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Registrant Terms and Conditions, Transfer and Cancellation
Each participant must register on our online registration system with the specific Coupon Codeprovided by the Firm Coordinator. After registration, each participant will be asked to create an
account in ASIFMA Member Portal for accessing various training materials. Please make sure thateach registrant has read and agreed to ASIFMA’s Privacy Policy as well.
Registration is non-transferrable between individuals in principle. No refund will be provided
after registration for cancellation. ASIFMA will not be held responsible if registrants do notattend live sessions, as video replay of all sessions are made available to those under the BulkRegistration.
However, one-off transfer requests from one registrant to another for the full Series may beallowed under certain circumstances at the discretion of ASIFMA. Transfer requests must be
made in writing and sent to education@asifma.org via the Firm Coordinator. ASIFMA willconsider each transfer request based on the following criteria:•••

The request is with a valid reason which means that the registrant can no longer
participate. (e.g., The registrant has left the firm, has been transferred to a non-capitalmarkets-related role, etc.) Transfer request based on a registrant’s decision, or lack ofinterest or lack of time will not be allowed.
The registrant was registered via his/her firm’s coordinator as part of a Bulk Registration.
The request is made at least 1 week before the 7th monthly session (i.e., not more thanhalfway through the entire Training Series).

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Important Additional Information•Firm Coordinators can choose both the Corporate License and Bulk Registration options if
they wish. This will be treated as two separate and distinct transactions with the same
Firm Coordinator.

•The above 2 options require ASIFMA to send registration link(s) and firm specific CouponCode(s) to the Firm Coordinator to facilitate individuals registering on ASIFMA’s platformby themselves under either of these options without payment (since payment has
already been made via invoice).

•If an individual registers separately via the online registration page without the firm
specific Coupon Code, this will be treated as a standard registration, which is payable bycredit card at the time of registration. ASIFMA will not be held responsible if thisindividual was intended to be part of a Corporate Licence or Bulk Registration option.

•If a firm does not wish to take up either of the Corporate License or Bulk Registration
options outlined above, but wishes to register multiple individuals (i.e., less than 10), thiscan be achieved via the standard registration process with online credit card payment.

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ASIFMA Training Series Season 4: Asia Financial Markets Explained
Jan 2024 – Dec 2024
Bulk Registration Agreement
Please read, print, complete, scan and send this document to mgautam@asifma.org.

I have read and agree with the details and conditions listed on this Bulk Registration Formfor the option(s) I wish to choose.
(Please check the box.)

Please check the following box(es) to indicate your confirmed Registration option(s):Option 1: Corporate License - Full Series (Transferrable Registrations)
Option 2: Bulk Registration - Full Series (Non-transferrable Registrations)

Coordinator Contact:

First Name:

Last Name:

Title/Position:
Firm:
Email:

Phone:

Signature:

Date:

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