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Fiduciary Reference Materials

A guide on how to prepare content for an IPS (0 CPD) (Ref Material 1)


Description
An Investment Policy Statement (IPS) is they key governance document for an Investment Steward. It should reflect an investment entity's unique situation, objectives, tolerances, requirements and preferences. This document provides a guide on how to formulate an IPS and the content it might include.
Content
  • A guide on how to prepare content for an IPS
Completion rules
  • All units must be completed
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