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Form ADV Brochures

Please click on the relevant links below to view and print documents related to your Morgan Stanley Wealth Management Canada Unified Managed Account.

Please note documents are provided as PDFs, which require Adobe® Reader® to view. To download a copy of the latest version, visit Adobe's website.

 

THIRD-PARTY AND AFFILIATED INVESTMENT SUB-MANAGERS— FORM ADV BROCHURES

 

AllianceBernstein L.P.

 

Aristotle Capital Management, LLC

 

Bahl & Gaynor, Inc.

 

Calvert Research and Management

 

Capital Research and Management Company

 

Earnest Partners, LLC

 

Geneva Capital Management, LLC

 

Harding, Loevner LP

 

Lazard Asset Management, LLC

 

Morgan Stanley Investment Management Inc.

 

Polen Capital Management, LLC  

 

Walter Scott & Partners


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