GIPS Policies, Logo Usage, and Trademarks

Notice

Please read this page carefully. By using this website, you agree to be bound by the terms and conditions stated here. Therefore, if you cannot accept these terms and conditions, please do not use the website. CFA Institute may revise these terms and conditions at any time by updating this posting. Therefore, you should visit this page periodically to review the terms and conditions because they are binding on you.

Trademark disclaimer: GIPS® is a registered trademark owned by CFA Institute.

The GIPS Logo

The GIPS logo is a visual representation indicating that a firm claims compliance with the GIPS standards. Firms that claim compliance with the GIPS standards are only permitted to use the GIPS logo on a GIPS compliant presentation or on an advertisement that adheres to the GIPS Advertising Guidelines. Firms are prohibited from using the GIPS logo in any other manner.

Firms that claim compliance with the GIPS standards and use the GIPS logo must do so in strict compliance with all applicable laws and regulations. Firms may make a nominative, fair use of the GIPS logo to indicate that the firm claims compliance with the GIPS standards (provided that the statement is true) with the following limitations:

  • Firms must not use the GIPS logo in a way that is confusing, misleading, or disparaging.
  • The GIPS logo must not be altered or modified in any manner, combined with other elements or rearranged.
  • To ensure that the GIPS logo appears properly, all uses must be made from camera-ready artwork provided by CFA Institute and in accordance with the GIPS Logo Usage Guidelines (PDF).
  • If the firm includes their own logo, the GIPS Logo must be of equal or smaller size and displayed with equal or less prominence than the firm's logo.
  • Whenever a document includes the GIPS logo, the following notice must appear in bold, at the bottom, and in a font no smaller than 8 points: 

“GIPS® is a registered trademark of CFA Institute. CFA Institute has not been involved in the preparation or review of this report/advertisement.” 

CFA Institute ordinarily does not object to proper use of its trademarks to refer specifically to CFA Institute products or services — this is generally considered “nominative, fair use” under the law. However, this is not legal advice and adherence to these guidelines is not a guarantee of legality. Intellectual property laws vary from by location and use to use.  

Firms that wish to use the GIPS logo must email the following information to us.

  • Firm Name, Address, Phone Number, and Website
  • Name, Phone Number, and Email Address of Contact at Firm
  • Does the firm claim compliance with the GIPS standards?
  • Has the firm been verified?  If Yes, by which verification firm and for which periods?  

Once this information is received, a confirmation email will be sent with the camera-ready GIPS logo. Questions regarding use of the GIPS logo may be sent to us via email.

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
915 East High Street
Charlottesville, VA 22902
USA
Phone: +1 (434) 951-5499
Fax: + 1 (434) 951-5560
Email: joe.lange@cfainstitute.org

To be effective under the DMCA, the notice must be a written communication and 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 email 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.