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The University of Vermont and State Agricultural CollegeRequest for Proposal RFP 440310Independent Investment Advisory ServicesProcurement Services Contact: Deb Harvey Deborah. Harvey@UVM.depart I.×Introduction1.01BackgroundThe
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Independent investment advisory services refer to financial advice or recommendations provided by a professional advisor who is not linked to a specific investment or financial institution.
Investment advisors who provide independent advice to clients are required to file independent investment advisory services.
To fill out independent investment advisory services, advisors need to provide detailed information about the services offered, clients served, fees charged, and any conflicts of interest.
The purpose of independent investment advisory services is to provide unbiased financial advice to clients, helping them meet their investment goals.
Advisors must report information such as assets under management, types of investments recommended, fees charged, and any disciplinary history.
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