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Wrap account
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71	Guidance Statement on Wrap Fee/Separately Managed Account (SMA) Portfolios Adoption Date: 28 September 2010 Effective Date: 1 January 2011 Retroactive Application: Not Required Add to Reading List Source URL: www.gipsstandards.org Language: English - Date: 2015-02-02 16:30:37 Separately managed account CFA Institute Wrap account Wrap Management fee Investment Financial economics Finance
72	- IMPORTANT SUMMARY Before providing personal financial advice, Switzer Financial Group Pty Ltd (SFG), must provide you with a Financial Services Guide (FSG). The purpose of the FSG is to convey important information a Add to Reading List Source URL: switzer.com.au Language: English - Date: 2013-12-01 18:14:25 Financial services Financial adviser Financial planner Financial Ombudsman Service Wrap account Collective investment scheme Insurance PS146 Independent Financial Adviser Financial economics Investment Finance
73	INTRODUCTION The Medical Wrap–Around Plan (WAP) assists active members of the Board of Pensions Medical Plan (BOP) or Affiliated Medical Benefits Program cope with medical expenses. The WAP reimburses individuals for e Add to Reading List Source URL: www.ncpresbytery.org Language: English - Date: 2014-12-10 12:51:52 Taxation in the United States Deductible Out-of-pocket expenses Expense Tax deduction Reimbursement Employee benefit Economics Flexible spending account Employment compensation Business Health economics
74	Viewpoint October 2014.indd Add to Reading List Source URL: www.harrisinteractive.com Language: English - Date: 2014-10-23 11:43:30 Finance Funds Independent Financial Adviser Bestinvest Financial adviser Fund platform Collective investment scheme Financial Services Authority Wrap account Financial economics Investment Financial services
75	FORM ADV PART 2A – APPENDIX 1: WRAP BROCHURE LICENSING REVIEW SUMMARY COVER PAGE A. Cover Page - Must state your name, business address, contact information, website address (if you have one), and the date of the broch Add to Reading List Source URL: www.maine.gov Language: English - Date: 2014-12-05 10:57:28 Business Money Wrap account Financial adviser Wrap Registered Investment Advisor Fee Finance Investment Financial economics
76	FORM ADV PART 2A – APPENDIX 1: WRAP BROCHURE LICENSING REVIEW SUMMARY COVER PAGE A. Cover Page - Must state your name, business address, contact information, website address (if you have one), and the date of the broch Add to Reading List Source URL: maine.gov Language: English - Date: 2014-12-05 10:57:28 Business Money Wrap account Financial adviser Wrap Registered Investment Advisor Fee Finance Investment Financial economics
77	To: United States Department of Labor ‐ EBSA From: Diane Berthel RE: Proposed Rule: Definition of the Term Fiduciary/advice on otherwise permissible plan distributions Date: November 23, 2 Add to Reading List Source URL: www.dol.gov Language: English - Date: 2014-11-05 18:14:49 Financial services Finance Institutional investors Collective investment schemes Fiduciary Mutual fund Pension Defined contribution plan Wrap account Financial economics Investment Economics
78	SEC Complaint: Sage Advisory Group, LLC and Benjamin Lee Grant Add to Reading List Source URL: www.sec.gov Language: English - Date: 2010-09-29 17:40:55 Business Financial services Wedbush Securities Charles Schwab Corporation Investment Advisers Act Financial adviser Wrap account Discount brokerage Investment Advisor Finance Financial economics Investment
79	South Carolina Securities Division Add to Reading List Source URL: www.scag.gov Language: English - Date: 2014-05-07 11:07:04 Business Financial adviser Money Wrap account U.S. Securities and Exchange Commission Investment Adviser Association Investment Advisers Act Investment Finance Financial economics
80	Microsoft Word - MinutesPublicMeeting_05_24_2012 Add to Reading List Source URL: www.goer.ny.gov Language: English - Date: 2013-05-20 15:50:10 Mutual fund Investment management Wrap account Active management BlackRock Financial economics Investment Financial services

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