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Baldwin Financial Advisors, LLC Written Policies and Procedures Effective Date: 11/9/2021 Reviewed with Team 12/29/2022 Reviewed with team 12/28/2022 & 1/3/2023, 1/23/2024iTable of Contents Table
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Written policies and refers to documented rules and procedures that an organization follows in order to ensure compliance with regulations and standards.
All organizations are required to file written policies and in order to demonstrate their commitment to compliance.
Written policies and can be filled out by detailing the specific rules and procedures that the organization follows, including any updates or revisions.
The purpose of written policies and is to ensure that the organization is following established rules and procedures to remain compliant with regulations and standards.
Written policies and must include information on the specific rules, procedures, and practices that the organization follows.
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