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[DOC File]SAMPLE RECORD RETENTION POLICY
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A credit card may be used to pay for the following {Insert Name of Organization}products and services: {Insert Types of Products and Services Here (i.e., Publications, Donations, Dues, etc.}. All records showing customer credit card number must be locked in a desk drawer or a file cabinet when not in immediate use by staff.
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[DOCX File]Financial Planning Firm Bio Example.
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Investment services. include such things as trust accounts, self-trusted IRA's, 401(K) design and administration, pension plan design and administration, pre-retirement financial counseling, and pre-retirement seminars for employee groups.
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[DOC File]Sample Termination Letters - American Funds
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We’ve decided to terminate the investment services arrangement with your firm effective [DATE], the date our blackout period will begin. In preparation for this transition, please liquidate all investments (redeem the shares) and wire transfer our plan’s assets on the termination date to the address below: Wire transfer instructions:
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[DOC File]Duane E
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Accredited Investment Fiduciary, Center for Fiduciary Studies. Certified 401(k) Advisor, American Institute of Retirement Planners, Inc. Certified Corporate Trust Specialist, Institute of Certified Bankers/ABA. Certified Fiduciary & Investment Risk Specialist, Cannon Financial Institute, Inc. Certified Financial Services Auditor
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[DOC File]ESCROW AND DEPOSIT AGREEMENT .us
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Jul 27, 2007 · Any and all interest earned from investment of the Funds shall be included as part of the Funds, credited to the Account, and invested as set forth in Section One (b), above. This Agreement creates irrevocable instructions to the Escrow Agent which shall hold the Funds in trust for the use and purposes as set forth in this Agreement.
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[DOC File]AICPA Pre-Release Comments on Private Trust Company IRS ...
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Our members provide tax services to individuals, not-for-profit organizations, small and medium-sized businesses, as well as America's largest businesses. Our attached comments focus on the valuable role that private trust companies play and address governance, discretionary trust distribution and investment powers issues involving PTCs.
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[DOCX File]BID XX/12 - OAS - Organization of American States ...
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attention: department of procurement services. subject: total outsourcing of the administration and operation. of the general secretariat of the organization of american states’ section 401(m) retirement savings plan including, but not limited to, reco. rdkeeping, investment advisory, client and trustee/custodial services.
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[DOC File]THE TRILATERAL COMMISSION
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Wang Jun, Chairman, China International Trust & Investment Corp., China Sergei Karaganov, Deputy Director, Institute of Europe, Russian Academy of Sciences; Chairman of the Presidium of the Council on Defense and Foreign Policy, Moscow, Russian Federation
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[DOCX File]STATE OF MAINE
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The Maine Department of Health and Human Services is responsible for administering the MaineCare Program in compliance with Federal and State statutes and administrative policies. It is also responsible for state funded assistance programs found within this manual.
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[DOC File]Covrig Portfolio Report (00174782.DOC;1)
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Dec 31, 2008 · T. Rowe Price Group Inc. manages assets for individuals through mutual funds and for institutions in separate portfolios. It has a family of more than 80 stock, bond, and money market funds with low expenses. It also offers discount-brokerage and trust services, retirement accounts, and investment-management services.
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American trust investment services