Survey

7^th Coordinated Portfolio Investment Survey  (CPIS) 2007

Frequency

Annual

Period Covered

Period ending 31 December 2007

Submission of Forms & Queries

 cpis_survey@fscmauritius.org

Explanatory Notes

(.pdf)

CPIS-GBCs 1 -Explanatory Note

CPIS-OWN ACCOUNT -Explanatory Note

CPIS-SCHEMES -Explanatory Note

Please read carefully the Explanatory Notes before completing the Survey Forms

Survey Forms

(.xls)

CPIS - GBCs 1 (Excluding CIS & Closed-end Funds) -Form

- Applicable only to Management Companies, Corporate Trustees and Insurance Managers  reporting for GBCs 1 (Excluding Collective Investment Schemes and Closed-end Funds) under their administration or management.

CPIS - CIS with GBCs 1 Licence Only -Form

- Applicable only to Management Companies reporting for Collective Investment Schemes with GBCs 1 Licence under their administration.

CPIS – Closed-end Funds with GBCs 1 Licence Only -Form

- Applicable only to Management Companies reporting for Closed-end Funds with GBCs 1 Licence under their administration.

CPIS - Own Account -Form

- Applicable to all licensed entities below reporting for their own account only.

-CIS Managers

-Credit Finance Companies

-Factoring Companies

-Insurance Brokers

-Insurers

-Investment Advisers

-Investment Dealers

-Leasing Companies

-Medical Aid Administrators

-Pension Scheme Managers

-Treasury Managers

(Not Applicable to Management Companies, Corporate Trustees & Insurance Managers).

CPIS-SCHEMES -Form

 - Applicable only to Insurers and Pension Scheme Managers managing / administering Occupational Pension Schemes

- Applicable only to CIS Managers managing / administering local Investment Schemes only.

Last Submission Date

25 August 2008