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Standardisation and Centralisation of Portfolio Return Calculations
Release Updates
Major releases of the system are made available twice a year (April and October). The frequency of intermediary patches is dependent on client requirements. Four weeks prior to the release, a letter is sent to both the client's business and technical contacts. This letter provides all necessary release information. Two weeks prior to release, another letter is sent to both contacts, reminding them of the impending release. This provides clients with sufficient time to plan their upgrade. With every release training is available.
Performa are extremely active in monitoring the CFA website and we are in constant discussion with industry groups as well as the consultant verifiers. We also have an internal working party that monitors and addresses any changes to the standards. Our client agreement includes a clause stating that we will support all system changes as per the industry regulations at no cost to the client.