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[DOCX File]Relevé: Home - Relevé
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Customer Relationship Summary, May 2020. Relevé Financial Group, LLC (Relevé Financial) is registered with the Securities and Exchange Commission as an investment advisory firm. Investment advisory services and fees differ from those offered through a brokerage firm and it is important for you to understand the differences.
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[DOCX File]Royal London [with Governed Portfolios/Fixed or Flexible ...
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INVESTMENT SUITABILITY REPORT. Feb 2020. ... the FCA will also be checking to make sure that good and appropriate advice has been provided. To help with your advice process, we’ve highlighted below the following points which you’ll need to consider when producing your suitability reports. ... You should base your recommendation upon ...
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[DOC File]Personal and Industrial Property Valuation Guidelines ...
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Trended Investment Method. For. January 1, 2020. If You Have Questions For questions about these Guidelines or other personal and industrial property tax issues, contact: ... Revisions may also reflect advice the Department has provided for the assessment of particular equipment, utilizing the best information available for the appropriate ...
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[DOCX File]Report
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In reviewing this Statement of Investment Principles and the Trustee’s investment strategy, investment consulting advice was provided by Barnett Waddingham LLP. Actuarial and p. ension advice is provided on an ongoing basis by . Mercer. The scope of the day-to-day advice has been agreed by the Trustee.
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[DOCX File]Colorado West Investments Form ADV Part 3
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Colorado West Investments, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. We offer our clients investment advisory services. Clients should understand that the services we provide and fees we charge are different than those of a broker-dealer, and that it is important to understand the difference ...
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[DOCX File]www.tiaa.org
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This material is for informational or educational purposes only and does not constitute fiduciary investment advice under ERISA, a securities recommendation under all securities laws, or an insurance product recommendation under state insurance laws or regulations. ... ©2020 Teachers Insurance and Annuity Association of America-College ...
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Investment advice 2020