investment management / word processing / confidential services / verification services / services/products / work product / /
Organization
CFA Institute / /
Position
advocate / manager for the investment management firm / advocate for the verification client may impair independence / investment manager / the independence issues must be evaluated / advisor to the compliance project management team / essential qualifier / project manager / advisor / portfolio manager / manager our firm / /
Guidance Statement on Verifier Independence Adoption Date: 31 October 2005 Effective Date: 1 January 2006 Retroactive Application: Not Required Public Comment Period: October 2004 – February 2005