On May 7, 2025, BER BMA published the third edition of the Coordinated portfolio investment survey guide; notes and definitions; Frequently Asked Questions (FAQs).
The third edition was prepared to assist economies that participate in the CPIS.
This edition reflects adoption of Balance of Payments and International Investment Position Manual (BPM6) as standard for compiling cross-border position statistics.
Also, provides key definitions and additional information about the CPIS database.
FAQs, such as What is CPIS?, Are foreign direct investment positions in CPIS?, Are loans in the CPIS?, Are reserve assets in the CPIS and how?, among other questions.
On May 1, BER BMA issued coordinated portfolio investment survey.
BER BMA issued Coordinated portfolio investment survey (CPIS) form series for 2024.
Highlights
Collects data on BER residents' asset holdings for securities issued by unrelated non-residents as of Dec. 31, 2024; used to monitor the size, composition of financial sector
The survey is conducted with other jurisdictions to facilitate international comparisons.
Must complete the form(s) for submission by Friday, Jun. 6, 2025, via specified email.
May 7, 2025 BER BMA Third Edition
On May 7, 2025, BER BMA published the third edition of the Coordinated portfolio investment survey guide; notes and definitions; Frequently Asked Questions (FAQs).
The third edition was prepared to assist economies that participate in the CPIS.
This edition reflects adoption of Balance of Payments and International Investment Position Manual (BPM6) as standard for compiling cross-border position statistics.
Also, provides key definitions and additional information about the CPIS database.
FAQs, such as What is CPIS?, Are foreign direct investment positions in CPIS?, Are loans in the CPIS?, Are reserve assets in the CPIS and how?, among other questions.
Regulators
BER BMA
Entity Types
B/D; Bank; IA; Ins; Inv Co; Pension
Reference
Guide, FAQs, Info, 5/7/2025; Nt, Surv, 5/1/2025;
Functions
Compliance; Legal; Reporting
Countries
Bermuda; Cross-Border
Category
State
N/A
Products
Banking; Corporate; Equity; Fund Mgt; Insurance; Pensions; Securities
