2021 Investment Strategy Template
Statement of Investment Policy & Objectives (SIPO) template. This template will enable you to create a SIPO for each of your trusts quickly and efficiently in accordance with section 128 of the Act.
Description
Section 128 of the Trusts Act 2019, raises a number of important questions for Accountants and the role they should play both as Trustees or when they are giving advice to Trustees. The section goes beyond simply "investing prudently" and ask questions around diversification and investment strategies.
The Template includes:
- Purpose, Background and Guiding Principles
- Investment Strategy
- Prudent Person rule and modern portfolio theory
- Risk Considerations
- Investment mix
- Appointment and duties of a Financial Advice Provider (FAP)
Presenters
Rhodes Donald