The purpose behind these guidelines is to promote (i) honest and ethical
conduct, including the ethical handling
of actual or apparent conflicts
of interest between personal and
professional relationships; (ii) full, fair, accurate, timely, and understandable disclosure in reports and documents that the Trust files with, or submits to, the SEC and in other public communications made by the Funds; (iii) compliance with
applicable governmental laws,
rule and regulations; (iv) the prompt internal reporting
of violations
of the Trust Code to an appropriate person or persons identified in the Trust Code; and (v) accountability for adherence to the Trust Code.
Where a litigant thereby understands the
applicable Rules of Professional Conduct, and is instructed to recognize and document instances of unprofessional or vexatious conduct by opposing counsel, there should be clear cost consequences in court against the party shown to be engaging in such conduct, in addition to any reprimands or other disciplinary actions that might be instituted by the governing profes
Professional Conduct, and is instructed to recognize and document instances
of unprofessional or vexatious
conduct by opposing counsel, there should be clear cost consequences in court against the party shown to be engaging in such
conduct, in addition to any reprimands or other disciplinary actions that might be instituted by the governing
professionalprofessional body.
Accounting
Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge of various accounting principles, regulations, tax codes and related applications, continuously applying shifts in the accounting landscape to current responsibilities and client situations Manage important and sensitive financial documents, receipts and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Execute various functions and tasks including risk management, discrepancy analyses and resolution, compliance and controls, transaction accounting and other critical functions Perform analysis, research and evaluation of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts of any modifications to present strategies Facilitate the efficiency and implementation of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans - of - action to address future taxation and accounting issues, collaborating with other professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevan
Professional — Duties & Responsibilities Develop and maintain a strong and extensive working knowledge
of various accounting principles, regulations, tax codes and related applications, continuously applying shifts in the accounting landscape to current responsibilities and client situations Manage important and sensitive financial documents, receipts and invoices on a daily basis, providing organization for audit assistance and execution as well as compliance with various accounting standards Execute various functions and tasks including risk management, discrepancy analyses and resolution, compliance and controls, transaction accounting and other critical functions Perform analysis, research and evaluation
of current accounting policies and procedures, providing thorough presentation on the potential positive and negative impacts
of any modifications to present strategies Facilitate the efficiency and implementation
of all accounting operations from concept to execution, partnering with clients to understand, assess and resolve current financial - and accounting - related issues Utilize technological resources, including software and accounting applications, to execute all aspects
of both corporate and personal accounting as well as prepare, audit and file important and sensitive tax documents with appropriate authorities Employ in - depth knowledge
of the Internal Revenue Code, IRS, SOX, audit executions, strategy development, financial statement development and maintenance, tax filings and other critical functions Work closely with clients to develop specific plans -
of - action to address future taxation and accounting issues, collaborating with other
professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP), rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevan
professional advisors as needed Understand and apply accounting and financial reporting standards (GAAP),
rules and regulations, and FASB statements Address and resolve client queries and issues in an expedited manner while delivering personalized and
professional service Ensure adherence to professional codes of conduct, applicable rules and regulations, laws and other relevan
professional service Ensure adherence to
professional codes of conduct, applicable rules and regulations, laws and other relevan
professional codes
of conduct,
applicable rules and regulations, laws and other relevant benchmarks