Request a Review

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 July 24th, 2024. The cut-off date for requesting a Classification Review is July 18th, 2024. 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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  • Max. file size: 32 MB.