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Sample WSP/CoE – Social Objectives Investing – ESG & Biblically Responsible


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Sample WSP/CoE - Social Objectives Investing - ESG & Biblically Responsible

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This Sample WSP/CoE - Social Objectives Investing - ESG & Biblically Responsible is a sample compliance manual section for an investment adviser which recommends or selects investments and/or third-party money managers/sub-advisers based upon social or other non-financial objectives like environmental, social and governance (“ESG”), biblically responsible investing (“BRI”) or Halal Investing. Included with an Annual Compliance Program (Bronze, Silver, Gold, Platinum & Titanium packages). Available to purchase a la carte through our online store: Sample WSP/CoE - Social Objectives Investing - ESG & Biblically Responsible

Unless otherwise indicated, all materials on these pages are copyrighted by RIA Compliance Consultants, Inc. All rights reserved. No part of this Sample Form, slides, webinar, either text, image, or audio may be used for any purpose other than personal use. Reproduction, modification, storage in a retrieval system or retransmission, in any form or by any means, electronic, mechanical or otherwise, for reasons other than personal use, is strictly prohibited without prior written permission.