GIPS Policies and Trademarks
Trademark and Copyright Terms
The GIPS standards are trademarked and well recognized in the industry. Compliance with the GIPS standards demonstrates a firm-wide commitment to ethical best practices and that the firm employs strong internal control processes.
To claim GIPS compliance and use the trademarked terms, firms must apply the GIPS standards with the goal of full disclosure and fair representation of investment performance. Meeting the objectives of full disclosure and fair representation will likely require more than compliance with the minimum requirements of the GIPS standards. Firms are encouraged to comply with the recommendations and must comply with all applicable requirements of the GIPS standards, including any clarifications, updates, reports, guidance statements, and questions and answers (Q&As).
Use of Links and Logos
You do not need to request permission to
create a text link from your website to this one. CFA Institute reserves the right to request the removal
of any link. If you would like to use the GIPS graphic or logo, you
must request permission. The GIPS logo must not be used or
reprinted on any third-party websites.
Use of Site Material
The contents of this website are protected against unauthorized
use in the United States and other countries by copyright and other
intellectual property laws. CFA Institute authorizes you to view and
download a single copy of the material on this website solely for your
personal, noncommercial use. You must retain all copyright and other
proprietary notices contained in the original material on any copy you
make of the site material. You may not sell or modify our site material
or reproduce, display, publicly perform, distribute, or otherwise use the
material in any way for any public or commercial purpose. The names,
marks, and logos appearing on this website are, unless otherwise noted,
trademarks owned by or licensed to CFA Institute. The use of these marks,
except as provided in these terms and conditions, is prohibited. If you
violate any of these terms, your permission to use the site material
automatically terminates and you must immediately destroy any copies you
have made of the material. CFA Institute reserves all other rights it may
have at law or in equity.
Liability
CFA Institute makes no representations about the accuracy,
reliability, completeness, or timeliness of the material on this website
or about the results to be obtained from using the website. You use the
website and its material at your own risk. Changes are periodically made
to the website and may be made at any time.
This website and its material are provided on an "as is" basis without any warranties of any kind. To the fullest extent permitted by law, CFA Institute hereby expressly disclaims all warranties, including the warranty of merchantability, noninfringement of third-party rights, and the warranty of fitness for particular purpose. In no event shall CFA Institute be liable for any damages whatsoever resulting from the use or inability to use material on this website or sites linked to this website, whether based on warranty, contract, tort, or any other legal theory, and whether or not CFA Institute is advised of the possibility of such damages.
By using this website, you agree to defend, indemnify, and hold harmless CFA Institute, its officers, directors, employees, and agents from and against any and all losses, claims, damages, costs, and expenses (including reasonable legal and accounting fees) that CFA Institute may become obligated to pay arising or resulting from your use of the site material or your breach of these terms and conditions.
Access from
outside the United States
This site is controlled by CFA Institute from its offices in
Charlottesville, VA, USA. CFA Institute does not claim that the materials
on this website are appropriate or may be used outside of the United
States. Access to the website's materials may not be legal by certain
persons or in certain countries. If you access the website from outside
of the United States, you do so at your own risk and are responsible for
compliance with the laws of your jurisdiction.
Notice and
Procedure for Making Claims of Copyright Infringement
Pursuant to the Digital Millennium Copyright Act of 1998 (DMCA),
all notices of alleged copyright infringement on the CFA Institute
website or affiliated sites must be sent to the CFA Institute designated
agent:
Joseph P. Lange
CFA Institute
560 Ray C. Hunt Drive
Charlottesville, VA 22903
USA
Phone: +1 (434) 951-5499
Fax: + 1 (434) 951-5560
E-mail: joe.lange@cfainstitute.org
To be effective under the DMCA, the notice must be a written communication and must include all of the following:
- A physical or electronic signature of the person authorized to act on behalf of the owner of the copyright or other exclusive intellectual property right
- Identification of the work claimed to have been infringed
- Description and location of the material that is claimed to be infringing
- Contact information for the complaining party such as a mailing address, telephone number or e-mail address
- A statement that the complaining party has a good faith belief that use of the material is not authorized by the copyright owner, its agent or by law
- A statement, made under penalty of perjury, that the information is accurate and that the complaining party is authorized to act on behalf of the copyright owner
General
These terms and conditions are governed by the substantive laws
of the Commonwealth of Virginia, without respect to its conflict of laws
principles. Any action or proceeding arising from or relating to the use
of this website shall be brought and maintained only in a state or
federal court in Charlottesville, VA, USA., and you consent to the
personal jurisdiction of these courts. If any provision is found to be
invalid by any court having competent jurisdiction, the invalidity of
such provision shall not affect the validity of the remaining provisions
of these terms and conditions, which shall remain in full force and
effect. No waiver of any of these terms and conditions shall be deemed a
further or continuing waiver of such term or any other term. Except as
expressly provided elsewhere in our website, these terms and conditions
constitute the entire agreement between you and CFA Institute with
respect to the use of our website. Any changes to these terms and
conditions must be made in writing, signed by an authorized
representative of CFA Institute.