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INVESTMENT MANAGEMENT CODE OF CONDUCT FOR ENDOWMENTS, FOUNDATIONS, AND CHARITABLE ORGANIZATIONS Claim of Compliance Acknowledgement In completing this form, the organization indicates that either
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01
Begin by obtaining the necessary paperwork required to fill out the investment management code.
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Read the instructions carefully to understand the purpose and requirements of the code.
03
Fill out the basic information section, which typically includes your name, address, and contact details.
04
Provide details about your investment goals and objectives, including the type of assets you wish to manage.
05
Specify your investment strategies and the risk tolerance level you are comfortable with.
06
Include information about your investment experience and qualifications, if applicable.
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Disclose any conflicts of interest or potential conflicts of interest that may arise during the course of managing investments.
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Review the filled-out form for accuracy and completeness.
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Sign and date the investment management code as required.
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Submit the code to the relevant authority or organization.

Who needs investment management code of?

01
Individual investors who want to professionally manage their investment portfolio.
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Financial advisors and wealth managers who provide investment management services to clients.
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Institutional investors, such as pension funds and endowments, that require a formal investment management code.
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Investment firms and companies that need to establish guidelines for their investment managers.
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Regulatory bodies and governing authorities that oversee the investment management industry.
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The investment management code is a unique identifier assigned to each investment manager or investment company.
Investment managers or investment companies are required to file an investment management code.
The investment management code can be obtained by registering with a regulatory authority or self-regulatory organization.
The investment management code is used to track and identify investment managers or companies for regulatory and compliance purposes.
The investment management code typically includes details such as the name of the investment manager or company, contact information, and registration status.
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