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Identify Issues in Investment Advisory Agreement for Institutional Pension Client

Funds & Asset Managementinvestment-advisory-agreementpension-fundInvestment Advisers ActERISA-adjacentCalifornia-public-pensioninstitutional-separate-accountcomplianceissue-spotting

Instructions

Review the draft advisory agreement against the four attached source documents and prepare a comprehensive issues memorandum organized by severity. Output: `issue-memorandum.docx`.

Work type: Review — Mark up, redline, or critique an existing document.

Deliverables (1)

issue-memorandum.docx

Reference documents (5)

DOCX
draft-advisory-agreement.docx
63.1 KB
Open
XLSX
greenleaf-fee-proposal.xlsx
9.0 KB
Open
DOCX
greenleaf-form-adv-2a-excerpts.docx
48.0 KB
Open
EML
merscc-counsel-email.eml
8.9 KB
Open
DOCX
merscc-ips-excerpts.docx
50.9 KB
Open

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Rubric (36)

Each criterion is judged independently as pass or fail. The task scores 1.0 only if every criterion passes.

36 of 36 criteria