GIPS Compliance Form

CFA Institute gathers and protects information in accordance with our Privacy Policy.

Fields marked with an asterisk (*) are required fields. All other fields are optional.

Primary Contact

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  • * First Name
  • * Last Name
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Firm Information

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Firm Address

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Firm Type and Structure

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    My firm operates in selected countries/regions

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Firm Assets and Investment Vehicles

Verification History

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