GIPS date changes its, 2010, currently, remember, actually

cross-ied

Are we responsible for knowing the old rules or just the rules from January 1st 2010 going forward? For example, Standard 3.B.1 recommends that the policy of not allowing an equity carve out return to be included unless its actually being managed separately, but the actual requirement is from January 1st 2010. So if you’re asked if its required for compliance can you just remember its not currently allowed?

MonkeyBusiness

i suggest you know both set of dates … and believe CFA institute will clearly identify the period for which it wishes to check us on the exam day. but 2010 dates seem important to me for this year … imp enuf that i should know them. esp some imp changes effective Jan 1, 2010 like portfolio valuation dates, composite valuation dates, carve outs etc.