Initial GIPS® Compliance Notification Form

Complete this form if your organization is submitting its initial GIPS Compliance Notification Form.

If you want to update a previously submitted GIPS Compliance Notification Form, use the Update Form instead.

In submitting this form, you indicate that your organization complies with each applicable requirement of the GIPS standards. Submission does not represent that CFA Institute engages in enforcement or quality control of an organization’s claim of compliance. CFA Institute does not verify the claim of compliance or actual compliance with the GIPS standards.

We require contact information for two representatives at your organization. Both contacts will be notified when this form is submitted.

Organizations that claim compliance with the GIPS standards must submit this form annually, between 1 January and 30 June.

CFA Institute gathers and protects information in accordance with our Privacy Policy.

indicates a required field

Contact One
First Name
Last Name
Contact Two
First Name
Last Name
Organization Information
Valid URL address, example:
Can CFA Institute display your organization’s name and website address on the GIPS standards website?
Organization Type
Please select your organization type
Is your organization a subsidiary of a larger parent company?
Assets and Investment Vehicles
Select the investment vehicles or asset types that your firm manages
Verification History
Has your organization been verified within the last 24 months?
GIPS® Compliance Acknowledgement

Need help completing this form? Please contact us.