This web site is dedicated to investment fund investor education and protection. The multi-billion fund industry plays a key role in the savings and retirement plans of millions of Canadians. Many industry practices provide beartraps for the unsuspecting investor and securities regulations have not kept up with the pace of change in the industry.
Wednesday, August 13, 2014
Here's a useful IPS Worksheet
The Investment Policy Statement (IPS) is a core document in the process of providing investment advice. This worksheet will help you prepare a robust IPS.Read it here