World Class GIPS Policies and Procedures

Policies and Procedures are the backbones of your firm's claim of GIPS compliance.  But, where do you start?  Like writing anything, beginning with a blank sheet of paper is the hardest way to do it.  That's what we're here for.  Watch the video below, check out the three award-winning P&P's, read out the special report on P&P, and use our proprietary Policies and Procedures template and you will have high high-quality policies and procedures before you know it.  Don't forget, we're here to help.  As always, you can contact us with any questions or concerns.

2 Lessons