The Financial Services Roundtable

Membership is reserved for for-profit companies delivering integrated financial services.
The goal is to limit membership to 100 members. In seeking members, the Roundtable will be guided by the concept of proportional representation of membership.
Members will be drawn from the top 150 integrated financial services companies based on market capitalization or imputed market capitalization.
Membership and governance will be apportioned among the bank-based, insurance, securities, and diversified industry sectors based on aggregate market capital weighting of those respective sectors. The implication of this weighting is that the 100 members would currently be expected to be roughly 44 percent derived from bank-based companies, 28 percent from insurance, 17 percent from broad diversified companies, and 10 percent from the securities industry. These are intended as guidelines, rather than hard rules.
For financial services providers with a foreign or non-financial parent imputed market capital for the U.S.-based financial services holdings will be considered in determining member eligibility.
The first representative from member companies must be the CEO. For captive financial services subsidiaries, the CEO equivalent must be the first representative. If a change in CEO leadership occurs, the company must apply for membership of the new CEO as soon as practicable.
In addition to the CEO, member companies may have up to six members (based on size), and may be called upon to contribute other company representatives for special working groups, sub-committees, and issue-focused advisory groups or councils.