Series 66: Investment Policy Statement

Taken from our Series 66 - NASAA Uniform Combined State Law Exam

Definition of the term Investment Policy Statement...

a guiding document outlining how a fiduciary is expected to manage a pension plan's assets or a customer's portfolio.

Since you're reading about Series 66: Investment Policy Statement, you might also be interested in:

Solomon Exam Prep Study Materials for the Series 66
Please Enable Javascript
to view this content!