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Handbooks SAFE Client Materials
(These documents are only samples. All investment documents should be reviewed by legal counsel before being approved. For more information on the IPS Generator tool, click here.) Pension Protection Act Documents fi360 Fiduciary Score™ Explained Tools Sample Reports and Content
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Recent Updates

5/5/08 - SAFE for Investment Managers updated

1/15/08 - Prudent Practices for Investment Advisors updated

11/01/07 - SAFE for Investment Advisors updated

3/26/07 - Sample Investment Committee By-Laws added to client materials

2/27/07 - SAFE for PPA Arrangement Audit v1.0 released

Usage Guidelines

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