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Universal Fund Agreement
Hello, We are looking at revising fund agreement templates, possibly to a more universal template. Would anyone have a sample to share, as a starting point? Thank you! Sally Hermann1 -
Procedure for updating fund record in the event of death of advisor(s) or other life-changing event
Hello, Would you be willing to share your process/procedure on how you document and update aspects to a fund record, in the event of fund advisor(s) death, divorce, or any other life-changing event? …3
