FINANCIAL PROFESSIONAL SITE

Written Supervisory Procedures

01/30/2015 /

The latest version of Investment Planners, Inc.’s Written Supervisory Procedures (“WSP”) has been published with an effective date of January 30, 2015. The changes made were nominal. If you have any questions on the WSP, please contact Compliance.

For your convenience, IPI’s WSP is located on the IPI Advisor site at the top of the home page tab under Broker/Dealer and then by clicking on the Procedures Manual link. Please download a copy to your desktop for ease of reference from either the Advisor site or the link below.

https://investmentplanners.securevdr.com/d/s3250d9cfc744ccb8

{% if {tag_additional content} != "" %}{tag_additional content} {% endif %}