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City Council of Fort Walton Beach FINANCE Memorandum:Michael D. Bee die, City ManagerFrom:Brandy Ferris, Finance Directorate:June 23, 2015Subject:1921 Investment Policy1. BACKGROUND: 1.1. The City\'s
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Form citys investment advisor is a document that needs to be filed by investment advisors operating within a city jurisdiction.
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The purpose of form citys investment advisor is to provide the city with necessary information about investment advisors operating within its jurisdiction for regulatory and oversight purposes.
Information such as the investment advisor's name, contact information, services provided, clients served, and any conflicts of interest must be reported on form citys investment advisor.
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