Trusts, MPS and Investment Policy Statements

Wildparaplanner · January 21

Hi all,

I am struggling to understand the interaction between the "Investment policy statement" requirement for trustees and how this needs to be written/interact with MPS providers where discretionary fund management is being performed (but is not bespoke to the client).

Any help or guidance on this would be much appreciated

Many thanks
Wild

les_cameron · January 21

https://journal.step.org/step-journal-september-2010/simple-statement

Trusts, MPS and Investment Policy Statements

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