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SAS FINANCIAL SERVICES INVESTMENT MANAGEMENT GROUP Partner Supervisor/Adviser Guide Investment Adviser use only Do Not Distribute January 2012 table of Contents About the Partner Account Registration
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Investment management group is a group of professionals who manage investment portfolios and provide financial advice to clients.
Investment management group is typically required to be filed by financial institutions, investment firms, and professionals who manage investment portfolios for clients.
Investment management group can be filled out by providing information about the investments managed, clients served, financial performance, and any relevant regulatory disclosures.
The purpose of investment management group is to provide transparency and accountability in managing client investments and to comply with regulatory requirements.
Information such as investment holdings, performance data, fees charged, client demographics, and any regulatory disclosures must be reported on investment management group.
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