Welcome to Moneymanagerservices.com
  05/18/12 07:42 PM
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White Paper Library

The White Paper Library features white papers on topics and issues of interest to financial advisers and hedge fund managers. Each Paper is in Adobe Acrobat 5.0.

  1. Starting An Investment Adviser
  2. How to Register Using the IARD

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Gain instant access for just $250 a year!


What's Inside the Site?

1000+ pages of information and 500+ links pertinent to the investment advisory business.



Guests can also preview the top page of Organization to see what materials are available to subscribers.
 
The Creators of the Site Are on a Mission
The creators of this site are committed to making available comprehensive resources and services to investment professionals through a sophisticated, but easy-to-use, web site. Click here to learn more about our mission.
 
Investment Adviser Resources
The site now has extensive compliance information for investment advisers and persons getting started in the investment advisory business, including sample advisory agreements, Form ADV language and guidance on the Investment Advisers Act of 1940.

 
Hedge Fund Resources
The site now has extensive compliance information for hedge fund managers and persons getting started in the hedge fund business, including PPMs, questionnaires, LP agreements, and regulatory guidance.

 
Compliance Manual

Looking for a compliance manual? We like these:

Wolters Kluwers Policies and Procedures for Investment Advisors

Wolters Kluwers Policies and Procedures for Hedge Funds

 

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What's New?

  • Firm Brochure Template
  • Brochure Supplement Template

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