GIPS Compliance Notification

Have you previously submitted a GIPS Compliance Notification Form? If you have the name and email address of a contact from your organization’s original claim of compliance, you may use the simplified form.

Otherwise, make sure you meet the requirements, then complete and submit the form below.

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

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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