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Investment Management Agreement |
This is the basic agreement between the Client and Sanco Services, Inc., and will be provided to prospective clients as part of the Disclosure Package. |
| Disclaimers and warnings that apply to the information on this and any other financial website you might bump into. | |
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ADV Form Part II |
This is a Disclosure Form that must be provided to all Clients and Prospective clients. It is part of the registration form that all Registered Investment Advisors (RIAs) must file with the SEC and keep updated on a regular basis. To obtain a copy of the latest version of the Sanco Services' Disclosure Package, click HERE and send Steve an email. A copy will be sent to you as soon as possible. To review the rest of Sanco Services' SEC Registration information go HERE, and insert:
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Schedule "F" of the ADV Form, Part II |
Schedule F includes additional explanatory information for items in the ADV Part II Form. It too is part of the Sanco Services' Disclosure Package, obtainable HERE, as well |
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