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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  • Archived

    Effective: 1 October, 2007 - 30 November, 2013
    Categories: Advertising
    Source: GIPS Executive Committee

    Are RFPs considered advertisements?

    Requests for proposals and consultant questionnaires are not considered advertisements for purposes of the GIPS Advertising Guidelines and should be treated as a one-on-one presentation to a prospective client. Provision 0.A.11 states 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.
     
    Please also see updated Q&A