Q & A Database
The GIPS Standards Q&A database contains questions and answers (Q&As) on various searchable topics that provide additional interpretation on an issue. Q&As are considered to be authoritative guidance and must be followed in order to claim compliance with the GIPS standards.
Content from prior Q&As was included in the GIPS Standards Handbook as much as possible and many Q&As were archived. Change the Status drop-down filter to "Archived" to see the archived Q&As.
The GIPS Standards Helpdesk is available for individual questions and typically responds to inquiries within 3 business days.
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ArchivedEffective: 1 December, 2013 - 31 December, 2019Categories: AdvertisingSource: GIPS Executive Committee
Are RFPs considered advertisements?
Requests for proposals and consultant questionnaires are not considered advertisements for purpose of the GIPS Advertising Guidelines and should be treated as a one-on-one presentation to a prospective client. The GIPS standards state that firms must make every reasonable effort to provide a compliant presentation to all prospective clients. As long as a prospective client has received a compliant presentation within the previous twelve months, the firm has met this requirement.