Terms of Use and Confidentiality Agreement

In addition to a more efficient and thorough verification process, and the highest level of service and support available, The Spaulding Group also differentiates itself through the massive amount of valuable content and actionable resources we produce for and provide to our clients to help make GIPS® compliance as easy as possible.

This site, including the content and web pages attached to it, contains confidential and proprietary information that is intended for the exclusive use of clients of The Spaulding Group, Inc. and its authorized partners. Only authorized individuals are permitted to access this system, and any unauthorized use of this system is unlawful and unethical. The information and material contained on this site is to be treated as highly confidential, and all authorized persons accessing the material are asked to maintain its confidentiality.

If you are not an authorized client or partner of The Spaulding Group, Inc., you are hereby notified that any entry into this site or disclosure, copying, distribution or use of any of the information contained in or attached to this site is strictly prohibited. If you have any knowledge of attempts to enter this site wrongfully, please immediately notify us via e-mail at info@spauldinggrp.com. All access to this system is monitored and recorded.

Content is for informational purposes only. By using the tools and templates on this site, your firm takes ownership of the tool and/or template and takes responsibility for all authorized use of the tool and/or template. These tools and/or templates should be used in conjunction with the guidance in the GIPS standards.

GIPS® is a registered trademark owned by CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.

These documents are for the exclusive use of clients of The Spaulding Group, Inc. and its authorized partners. They are not intended for reproduction and should be treated as highly confidential.