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 March 25th, 2010.  The cut-off date for requesting a Classification Review is March 19th, 2010.  In order to properly review each request, any requests received after this date may not be reviewed until the following meeting.

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Fund Company:*
Contact Name:*
Contact Phone:*
Contact Fax:
E-mail:*
Fund Name:*
Inception Date:*
Current Category:
New Category:
Reasons:*
Are there clones of this fund?
If yes, please list: