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LEFA Member wealth platform

Published with authority

Reports and publications

Read dated, versioned publications released through LEFA’s controlled document register.

Publication library ready

Authorized public financial statements, portfolio reports, governance records and member publications will appear here after formal publication.

Publication standard

What every report should show

Each publication should provide enough context to understand its period, source and authority.

Identity and period

Report title, covered period, value date, currency and version.

Source and method

Underlying records, valuation approach, assumptions and reconciliations.

Status and authority

Publication status and the body or role that authorized release.

Balanced context

Costs, risks, results, exceptions and relevant limitations.