FREE DOCUMENTS AVAILABLE FOR DOWNLOAD
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
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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.)
- Sample Investment Committee By-Laws
- Sample Investment Committee Meeting Minutes
- Sample Fiduciary Acknowledgment Letters
- Sample Investment Policy Statement
- Global Fiduciary Precepts Card
(For more information on fi360's analytical web-based tools, click here.)
- 401k Plan
Monitoring Report | IPS - Defined Benefit Plan
Monitoring Report | IPS - Foundation/Endowment
Monitoring Report | IPS - Individual Investor
Monitoring Report | IPS - Personal Trust
Monitoring Report | IPS - Proposal Report
- Investment Reports
- Other Reports