BER BMA CPIS 2024 Survey Form

Updated on: May 14, 2025

Latest Event


  • May 12, 2025 BER BMA Deadline
  • On May 12, 2025, BER BMA is preparing to collect data for the 2024 CPIS Survey.
  • Coordinated by International Monetary Fund (IMF), implemented locally by BER BMA.
  • Survey forms, CPIS Survey Guide, Notes and Definitions and FAQ’s found on website.
  • The completed survey must be emailed by Jun. 6, 2025, data will be confidential.

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.
  • Includes 2024 Survey Form Government; 2024 Survey Form Banks; 2024 Survey Form Insurance; 2024 Survey Form Investment Funds; 2024 Survey Form Pension Funds.
  • Survey Deadline
  • 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.
  • May 12, 2025 BER BMA Deadline
  • On May 12, 2025, BER BMA is preparing to collect data for the 2024 CPIS Survey.
  • Coordinated by International Monetary Fund (IMF), implemented locally by BER BMA.
  • Survey forms, CPIS Survey Guide, Notes and Definitions and FAQ’s found on website.
  • The completed survey must be emailed by Jun. 6, 2025, data will be confidential.
Regulators
BER BMA
Entity Types
B/D; Bank; IA; Ins; Inv Co; Pension
Reference
PR, 5/12/2025; 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
Rule Type
Final
Regions
Am
Rule Date
May 1, 2025
Effective Date
Jun 6, 2025
Rule ID
253104
Linked to
N/A
Reg. Last Update
May 12, 2025
Report Section
International