GIPS quiz

Recommended or requested: To include composites that have been discontinued within the last five years.

FML. on request? GIPS may just be the death of me.

required. would also help to indicate what % of composite comprises discontinued.


available on request

it cannot be on request. see page of 14 of the 2010 GIPS handbook. “FIRMS MUST include terminated COMPOSITES on the FIRM’S list of COMPOSITE DESCRIPTIONS for at least five years after the COMPOSITE TERMINATION DATE.”

if a compliant firm acquires or is acquired by a non-compliant firm, the firms have _____to bring the non-compliant firm’s acquired assets into compliance.

12 months