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2#
发表于 2011-7-11 19:23
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manstey Wrote:
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> Am I right in saying that Asset management Code
> rewuires a minimum of quarterly reporting and GIPS
> requires a minimum of Monthly? If so, what a screw
> up! Such inconsistencies..
It is quarterly for client statements detailing all transactions, fees, etc. correct?
The composites must be done monthly now. Theoretically you could make a composite easier than client statements, however at this point I have yet to see a firm that hasn't gone to monthly in the real world.
It is ambiguous at best.
Edited 1 time(s). Last edit at Sunday, May 15, 2011 at 11:08AM by Paraguay. |
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