New Notification Requirement for all GIPS Compliant Firms

The GIPS Executive Committee recently implemented a requirement for firms that claim compliance with the GIPS Standards. All firms claiming GIPS compliance must now notify the CFA Institute of their claim of the compliance on an annual basis.

The notification will be done utilizing an online form. Firm name, contact information, and verification status are required. There are also several optional fields to provide the CFA Institute with additional information.

Firm that notify the CFA Institute of their claim of compliance will be listed on the GIPS website, unless they opt out.

This new notification requirement is effective 1/1/2015. Firms have until 6/30/2015 to complete the first annual notification.

We will be happy to provide further information relating to this subject. For more information, contact Thomas A. Peters, Director, Audit & Accounting at or 215.441.4600.

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