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Request for Proposals for INVESTMENT COUNSEL LEGAL SERVICES June 26, 2020State of Connecticut Office of the TreasurerDeadline: AUGUST 10, 2020:5 p.m., E.D.T.STATE OF CONNECTICUT OFFICE OF THE TREASURER REQUEST
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Investment counsel legal services refer to specialized legal assistance provided to individuals or institutions for managing investments, including advice on securities, compliance with regulations, and structuring investment portfolios.
Typically, investment advisers, financial institutions, and individuals managing a significant portfolio of investments are required to file for investment counsel legal services.
To fill out investment counsel legal services, you need to complete the relevant forms provided by your regulatory body, providing accurate information regarding your investments, clients, and compliance practices.
The purpose of investment counsel legal services is to ensure compliance with financial regulations, protect clients' interests, provide legal guidance on investment decisions, and help prevent potential legal disputes.
Information that must be reported includes investment strategies, risk assessments, client information, transaction details, and compliance with applicable laws and regulations.
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