Investment Policy Statement

An Investment Policy Statement (IPS) sets out the rules for managing your portfolio. It brings together all the elements to consider before starting to invest and serves as a reminder when you have decisions to make.

Your advisor will complete your statement with you, which will indicate the following information:

Current and desired situation

Portfolio objectives

Risk tolerance

Liquidity needs

Investment horizon

Strategic asset allocation

Rebalancing

Tax and legal situation

Review of your statement

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