Industry update

International Monetary Fund Co-ordinated Portfolio Investment Survey (CPIS)

Our submission process was updated in January 2024. Find our updated guidance here: submit your data for the IMF Co-ordinated Portfolio Investment Survey on myJFSC

We are reminding all banking, funds and insurance businesses as well as businesses that offer Special Purpose Vehicles (SPVs) to submit their co-ordinated portfolio investment survey. Returns require completion by 31 March 2023. Please return the completed forms to regulatorymaintenance@jerseyfsc.org

To ensure the smooth running of the survey, we requests that:

  • valuation is based on market price at close of business on 31 December 2022
  • returns are to be received in an Excel format saved as .xls to enable direct importation into the database;
  • data is in sterling and rounded to the nearest million;
  • the standard CPIS reporting form is used even when submitting an aggregate return;
  • the forms are submitted by the deadline

Following the submission of all completed workbooks, the JFSC will submit an aggregate return for the island as a whole to the International Monetary Fund. As in previous years, individual returns will remain confidential within the JFSC.