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Request a Classification Review

Please Note: If the change is as a result of a change in investment objectives, historical performance calculations may be impacted.

To assist in a speedy decision, the CIFSC requests historical holdings of at least a years worth (quarterly) that will defend your request to have a fund change categories. It is the responsibility of the person making the request, to make sure that the CIFSC has enough data to make a quick and accurate decision.

Our next meeting is
October 26th, 2017
. The cut-off date for requesting a Classification Review is October 20th, 2017. In order to properly review each request, any requests received after this date may not be reviewed until the following meeting.

  • Accepted file types: xls, xlsx, pdf, doc, docx.
    Allowed maximum file size: 2MB
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