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Investment Adviser Marketing

The adoption of the 2020 edition of the Global Investment Performance Standards and amendments to the Security and Exchange Commission’s Advertising Rule will have a significant impact on the marketing activities of global asset managers in the coming years. K&L Gates will update this Resource Center on an ongoing basis to help our clients assess their current and future obligations under GIPS, the Advertising Rule, and global market practices.

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We welcome your email, but please understand that if you are not already a client of K&L Gates LLP, we cannot represent you until we confirm that doing so would not create a conflict of interest and is otherwise consistent with the policies of our firm. Accordingly, please do not include any confidential information until we verify that the firm is in a position to represent you and our engagement is confirmed in a letter. Prior to that time, there is no assurance that information you send us will be maintained as confidential. Thank you for your consideration.

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