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.

full sized
full sized

Organizations Claiming Compliance with the GIPS Standards

These organization’s have notified CFA Institute of their claim of Compliance with the GIPS standards.

View Organizations Claiming Compliance with GIPS Standards

full sized

Initial GIPS Compliance Notification Form

Organizations that are newly claiming compliance must submit the GIPS Compliance Notification Form before publicly claiming compliance.

Submit your Form

full sized

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.

Update your Form

full sized

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.

Submit form and view FMPs claiming compliance