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Your Investment Policy Statement sample. Date: 03/21/10. Prepared for : John Sample. Address: 123 Any Street. Province: Ontario. Postal Code: A1B 2C3. INVESTMENT POLICY STATEMENT. KESLOV FAMILY TRUST. February 27, 2009. PREPARED BY: Big Time Advisors. 14 Washington Street. Suite 900. Boise Sample of Investment. Policy Statement. For the (Plan Name). FOR INSTITUTIONAL INVESTOR USE ONLY. Not for use with or distribution to the general public. The purpose in having an Investment Policy Statement (IPS) for your portfolio is to give you a greater understanding and control of your investments including Investment Policy Statement. Sample XYZ Foundation. Approved on <<date>>. By Board of Directors. This investment policy statement should be reviewed and 4 Feb 2013 The purpose of this Investment Policy Statement (IPS) is to assist the Client in effectively supervising, monitoring and evaluating the Client's investment Portfolio (Portfolio). SAMPLE. I. Introduction. The XYZ Institution Nonprofit Fund (hereafter Policy Statement is to establish guidelines for the Fund's investment portfolio (the 4 May 2012 Investment Policy Statement for: Sample Client. Financial Advisor: Sample Advisor. Executive Summary. I. Investment Policy Statement. 19 Nov 2013 Use this template to record the key reasons why you're investing, what you're hoping to gain from your investments, whether you're on track to
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