Fall 2018 AFEF Endowment Fund and AFSA Levy Fund

The Accounting and Finance Endowment Fund (AFEF), formerly known as the Accounting Endowment Fund (AEF), has and will always be for the betterment of the students of the School of Accounting and Finance (SAF). AFSA is no longer the organization that is the sole fiduciary of the fund, and is instead managed by the AFEF Board of Directors, who evaluate proposals each term.  Students enrolled in the SAF contribute $20 to the fund for each term they are on campus. Contributions made to the AFEF are fully tax-deductible and tax receipts are issued by the University of Waterloo prior to each tax season through Quest. For those students who do not want to contribute AFEF, refunds are now available for the period of Fall 2018: https://uwaterloo.ca/forms/finance/endowment_request

 

Students also contribute $30 to the Accounting & Finance Association fee (previously voted in by referendum by the SAF student body during 2014-15). It should be noted that you are not eligible for conference subsidies should you request a refund. Furthermore, additional restrictions may be added up to the discretion of the AFSA team. If you have any questions or concerns about the AFEF or refunds, please do not hesitate to contact the VP Finance, Mansi Patel, at vp.finance@uwafsa.ca.

 

You can request a refund for the $30 contribution to Accounting & Finance Association here from September 7th – September 24th (midnight). The first step is to state your reasoning for requesting a refund and the second step is to provide your information as well as confirm your acknowledgement of the consequences of the refund. Note that you cannot participate in any AFSA events or services, including the conference programs, if you have opted out of the fee. (AFSA runs its Goes for Gold program which subsidizes 80% of a conference fee and travel, and its subsidy program which subsidizes up to 75% of a conference’s registration fees.)