Wrap account

Results: 106



#Item
81Business / Money / Registered Investment Advisor / Financial adviser / Investment Advisor / U.S. Securities and Exchange Commission / Wrap account / Investment Adviser Association / Finance / Investment / Financial economics

NEIL ABERCROMBIE KEALI`I S. LOPEZ GOVERNOR

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Source URL: files.hawaii.gov

Language: English - Date: 2013-06-06 22:04:41
82Taxation in the United States / Out-of-pocket expenses / Expense / Tax deduction / Business / Health / Economics / Health savings account / Flexible spending account / Health economics / Healthcare in the United States / Deductible

INTRODUCTION The Medical Wrap–Around Plan (WAP) assists active members of the Board of Pensions Medical Plan (BOP) or Affiliated Medical Benefits Program cope with medical expenses. The WAP reimburses individuals for e

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Source URL: www.ncpresbytery.org

Language: English - Date: 2014-07-07 16:04:45
83Foster care / Child Welfare Services / Finance / Investment / Wrap account

WRAP HAWAI‘I Progress Report November 2013 The idea for Wrap Hawai‘i was launched in the fall of 2011 after a meeting organized by the University of Hawai‘i Public Policy Center and hosted by Family Court lead Judg

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Source URL: www.publicpolicycenter.hawaii.edu

Language: English - Date: 2014-03-10 20:35:36
84Financial adviser / Registered Investment Advisor / Money / U.S. Securities and Exchange Commission / Wrap account / Economics / Finance / Investment / Business

STATE OF MICHIGAN OFFICE OF FINANCIAL AND INSURANCE REGULATION JENNIFER M. GRANHOLM

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Source URL: www.michigan.gov

Language: English - Date: 2012-12-07 21:22:03
85Investment management / Separately managed account / Mutual fund / Wrap account / Investment Advisers Act / Investment Adviser Association / Financial economics / Investment / Financial adviser

changes to Part 2, the content of proposed Appendix 1A is not dramatically different from the current Schedule H. We believe this is because Schedule H strikes an appropriate balance between providing information that i

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Source URL: www.sec.gov

Language: English - Date: 2008-05-19 12:04:27
86Financial services / Finance / Institutional investors / Collective investment schemes / Fiduciary / Mutual fund / Pension / Defined contribution plan / Wrap account / Financial economics / Investment / Economics

To: United States Department of Labor ‐ EBSA  From: Diane Berthel  RE: Proposed Rule: Definition of the Term Fiduciary/advice on otherwise permissible plan distributions  Date: November 23, 2

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Source URL: www.dol.gov

Language: English - Date: 2011-03-18 11:46:02
87Finance / Funds / Self-invested personal pension / Individual Savings Account / Wrap account / Collective investment scheme / Unit trust / Fund platform / Exchange-traded fund / Financial economics / Investment / Financial services

PDF Document

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Source URL: www.sippcentre.co.uk

Language: English
88Financial Services Authority / Financial Services and Markets Act / Financial economics / Wrap account / United Kingdom / Investment / Economy of the United Kingdom

Financial Services Authority ALERT We (the Financial Services Authority – FSA) have published this statement today in order to warn investors against dealing with unauthorised firms.

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Source URL: www.fsa.gov.uk

Language: English - Date: 2011-12-06 06:32:28
89Financial Services Authority / Financial economics / Shareholders in the United Kingdom / Investment / Financial services / Business / Funds / Wrap account / United Kingdom / Economy of the United Kingdom / United Kingdom company law

Daejan Holdings PLC Warning to Shareholders Over the last year many companies have become aware that their shareholders have received unsolicited phone calls or correspondence concerning investment matters which imply a

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Source URL: www.daejanholdings.com

Language: English - Date: 2012-08-03 05:00:33
90Business / Financial services / Collective investment scheme / Funds / Financial Ombudsman Service / Wrap account / Life insurance / Financial adviser / Independent Financial Adviser / Financial economics / Investment / Finance

FINANCIAL SERVICES GUIDE Part 1 Our guide to our relationship with you and others WHAT IS THE PURPOSE OF THIS FINANCIAL SERVICES GUIDE

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Source URL: www.srj.com.au

Language: English - Date: 2011-10-03 20:24:51
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