How do they both treat terminated client accounts for performance presentation?
Any other differences or conflicts?
It would be surprising if they contradicted one another. GIPS require that you keep the performance of termminated account in your composites until the end of the month they are terminated
I remember one of the questions where the account was terminated mid month, and they excluded it from the that month’s performance return in GIPS EOCs.
sorry yes until the end of the period just before the receive the termination notice