Current Guidance Statements
| 2008 |
Error Correction (PDF)
Adopted June 08
| 2006 |
Performance Examinations (PDF)
Adopted Oct 06 / Adopting Release (PDF)
Closed 01/09/06/ Comments Received
Record Keeping (PDF)
Revised as of July 07 / Adopting Release (PDF)
Calculation Methodology (PDF)
Revised as of Jan 06
Closed 10/30/02 / Comments Received
Composite Definition (PDF)
Revised as of Jan 06
Adopting Release (PDF)
Closed 12/31/01 / Comments Received
Definition of the Firm (PDF)
Revised as of Jan 06
Adopting Release (PDF)
Closed 12/31/01 / Comments Received
Performance Record Portability (PDF)
Revised as of Jan 06
Adopting Release (PDF)
Treatment of Carve-Outs (PDF)
Revised Jan 06
Closed 9/15/02 / Comments Received
Treatment of Significant Cash Flows (PDF)
Revised Jan 06
Adopting Release (PDF)
Closed 10/31/01 / Comments Received
Use of Supplemental Information (PDF)
Revised as of Jan 06
Adopting Release (PDF)
Closed 11/15/02 / Comments Received
Verification (PDF)
Revised as of Jan 06
Closed 7/31/01 / Comments Received
| 2005 |
Country-Specific Taxation Issues (PDF)
Adopted Jun 05 / Closed 02/28/05 / Comments Received
Verifier Independence (PDF)
Adopted Oct 05
Closed 02/28/05 / Comments Received
Wrap Fee/Separately Managed Account (SMA) Portfolios (PDF)
Adopted Aug 05
Closed 01/19/05 / Comments Received
| 2003 |
Fees Provisions (PDF)
Adopted Dec 03
Private Equity (PDF)
Adopted Dec 03
Adopting Release (PDF)
Real Estate (PDF)
Adopted Dec 03
Adopting Release (PDF)
| 2001 |
Impact of Euro Conversion (PDF)
Adopted Dec 01
Closed 12/31/01 / Comments Received