New 2015 GIPS Firm Notification Requirement

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Listen to this webinar by John D. Simpson, CIPM of The Spaulding Group where you will:

• Hear the history behind this new requirement for GIPS compliant firms to register their claim of GIPS compliance with the CFA Institute
• Get the details on what is required for compliant firms to register their claim of GIPS compliance
• Obtain answers to your questions regarding this new firm notification requirement

On 25 September 2014, the GIPS Executive Committee approved a new requirement for firms that claim compliance with the GIPS standards to notify CFA Institute of such claims on an annual basis.

The new requirement went into effect on 1 January 2015.

  • By 30 June of each calendar year, firms must complete the form and submit to CFA Institute with information as of 31 December of the prior calendar year
  • The required information includes:
    • Name of firm
    • Firm address
    • Contact information
    • Verification status

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