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CHANDLER ASSET MANAGEMENT, INC.
City of Pleasanton
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CHANDLER ASSET MANAGEMENT, INC.
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Last modified
9/26/2024 10:10:11 AM
Creation date
7/9/2024 4:38:15 PM
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CONTRACTS
Description Type
Professional Services
Contract Type
New
NAME
CHANDLER ASSET MANAGEMENT, INC.
Contract Record Series
704-05
Munis Contract #
2025060
Contract Expiration
6/30/2027
NOTES
CONSULTANT QUALIFIED AND EXPERIENCED IN PROVIDING AUDITING SERVICES
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disclosed to third parties except (i) as required by law, rule, or regulation, (ii) as requested by a <br />regulatory authority, (iii) for disclosures by either party of information that has become public by <br />means other than wrongful conduct by such party or its officers, employees, or other <br />personnel, (iv) for disclosures by either party to its legal counsel, accountants, or other <br />professional advisers, (v) as necessary for Consultant to carry out its responsibilities hereunder, <br />or (vi) as otherwise expressly agreed by the parties. <br /> <br />12. Receipt of Brochure and Privacy Policy. City hereby acknowledges receipt of the disclosure <br />statement or "brochure" and “brochure supplement” also known as Part 2A and Part 2B of Form <br />ADV, required to be delivered pursuant to Rule 204-3 of the Investment Advisers Act of 1940 <br />(Brochure). City further acknowledges receipt of Consultant’s Privacy Policy, as required by <br />Regulation S-P. <br /> <br />DocuSign Envelope ID: 910B137B-C54E-4C8C-959E-C97CC6F073B2Docusign Envelope ID: 4D182786-FFC0-4F05-8959-5ADBC13D038B
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