Request a Classification Review
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.
Please Note: If the change is as a result of a change in investment objectives, historical performance calculations may be impacted.
Our next meeting is December 26th, 2013. The cut-off date for requesting a Classification Review is December 20th, 2013. In order to properly review each request, any requests received after this date may not be reviewed until the following meeting.