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GIPS compliant presentation

[question removed by moderator]

Why not to existing clients?

"Using Wiley for my CFA journey was by far the best option… I was able to pass on my first attempt.”– Moe E., Canada

I don’t know.

Nevertheless, the requirement is to make the presentation available to prospective clients, not to existing clients.

Good to remember.

Simplify the complicated side; don't complify the simplicated side.

Financial Exam Help 123: The place to get help for the CFA® exams

Tony zhou wrote:

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 12 months, the firm has met this requirement.

Why not to existing clients?

Prospective clients later split into existing clients, as well as non-clients. I guess the existing clients have been logically included in the concept of prospective clients, in GIPS.