Investment Management Agreement
This is the basic agreement between the Client and Sanco Services, Inc., and will be provided to prospective clients as part of the Disclosure Package.
Financial Website Warning Label
Disclaimers and warnings that apply to the information on this and any other financial website you might bump into.
ADV Form Part II
This is a Disclosure Form that must be provided to all Clients and Prospective clients. It is part of the registration form that all Registered Investment Advisors (RIAs) must file with the SEC and keep updated on a regular basis.
To obtain a copy of the latest version of the Sanco Services' Disclosure Package, click HERE and send Steve an email. A copy will be sent to you as soon as possible.
To review the rest of Sanco Services' SEC Registration information go HERE, and insert:
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Sanco Services, Inc in the Firm Name box,
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122160 in the IARD/CRD Number box,
- or 61385 in the Firm SEC Number box.
Schedule "F" of the ADV Form, Part II
Schedule F includes additional explanatory information for items in the ADV Part II Form. It too is part of the Sanco Services' Disclosure Package, obtainable HERE, as well
Contact Sanco Services directly to obtain copies of our "Code of Ethics" and "Privacy Statement".
