Phase II - Amending and Drafting of Policies and Procedures for the Trust. Based on the analysis performed under Phase I of the engagement, NLCS will recommend amendments and draft policies and procedures for the Trust intended to address areas of weakness identified in Phase I, including amending the policies and procedures as they pertain to:
Appears in 6 contracts
Samples: Consulting Agreement (Dupree Mutual Funds), Consulting Agreement (Ultimus Managers Trust), Consulting Agreement (Longleaf Partners Funds Trust)
