New Claim of Compliance

Claiming compliance with the GIPS standards demonstrates a firm-wide commitment to ethical best practices. A firm must not claim compliance with the GIPS standards unless they meet the requirements and have completed and submitted the form below.

  • If your firm is claiming compliance for the first time, please ensure your firm meets all the requirements of the GIPS standards before submitting the form.
  • If your firm previously submitted a claim of compliance and you have the name and email address of a contact included on the original form, you may request access to edit the existing firm information.

Questions? Please email us at gipscompliance@cfainstitute.org


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Contact 1

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  • * First Name
  • * Last Name
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Contact 2

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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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Firm Assets and Investment Vehicles

Verification History

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