Investment Policy Statement

ruthiebusybee

Hi All

I’m working on compiling an Investment Policy Statement, which would be specific to each client, and which suitability reports could refer back to, in the hope of streamlining our processes and also reducing the content/length of the reports.

I have a clear idea of what I want to achieve with it, but not such a clear idea of what it might look like……….. I wondered if any of you lovely people might share some examples (obviously redacted) of similar that you're already using, or point me in the direction of some useful webinars/online guidance?

Thanks!