Investment management services handbook

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This will include those firms that carry out discretionary portfolio services rather than having discretion solely within collective investment funds (see below). This will not, however, include firms that only provide advice and facilitate the client.

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NEMT is found as early as 1966 in the “ Handbook of Public Assistance” (Supplement D), the program's earliest comprehensive federal interpretive guidance. ... Local service providers: Other states deliver NEMT through county or municipal ride services.

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