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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1 Result
  • Archived

    Effective: 1 October, 2007 - 31 October, 2012
    Categories: Fees
    Source: GIPS Executive Committee

    Must the fee schedule be on the same page as the compliant presentation, or can it be on a separate page? Is it sufficient to refer to the firm’s ADV instead of disclosing the fee schedule?

    The fee schedule does not necessarily have to be on the same page as the compliant presentation, but it must be part of the presentation that includes the claim of compliance with the Standards. The disclosure requirement is not satisfied if the firm makes reference to another document that includes the fee schedule, such as the ADV.

    Please also see updated Q&A