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CFA Level 3 Investment Policy Statement Dr. Carl Crego PhD, MBA - For each element, an example of ips language is presented that may be relevant to an individual investor. Chen guangping.” specify which of the investors’ assets are to be governed by the ips. (a) an introduction of the client, (b) a statement of purpose of the ips, (c) a statement of duties and responsibilities of the client, the custodian of.. You should also read this: Label Circle Template
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