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Investment Adviser’s Toolbox - SEC Registered
NCS has packaged the most requested products at a substantial discount. You will receive:
- Model Policies & Procedures Manual on CD-ROM
- CCO Policies & Procedures Self Audit Guide
- Form ADV Software
- Sample Solicitor Agreements
- Disaster Recovery Planning Template
- Sample Investment Policy Statements
- The regular cost for these products if purchased separately is $1,580.00. NCS is offering the "Investment Advisers Toolbox" for $975.
That is a savings of over $600 dollars
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