Notifications
Organizations that claim compliance with the Global Investment Performance Standards (GIPS®) are required to notify CFA Institute of their claim of compliance by submitting a GIPS Compliance Notification Form. Organizations that are newly claiming compliance must submit the GIPS Compliance Notification Form before publicly claiming compliance. Once an organization claims compliance, it must submit an updated GIPS Compliance Notification Form annually, between 1 January and 30 June of each year.
Organizations Claiming Compliance with the GIPS Standards
These organization’s have notified CFA Institute of their claim of Compliance with the GIPS standards.
Initial GIPS Compliance Notification Form
Organizations that are newly claiming compliance must submit the GIPS Compliance Notification Form before publicly claiming compliance.
Update your GIPS Compliance Notification Form
Once an organization claims compliance, it must submit an updated GIPS Compliance Notification Form annually, between 1 January and 30 June.
Notification for Fiduciary Management Providers
Fiduciary Management Providers to UK Pension Schemes have a separate process for submitting GIPS Compliance Notification Forms. See the FMP Form and FMPs that claim compliance.