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SSAE no. 16/Internal Controls

Ashland Partners is proud to serve the investment industry and appreciates your interest in our services. Please fill out the form below and a member of our expert team with contact you shortly.
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SOC 1 / Internal Controls Questionnaire:

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Which service(s) are you interested in?
Which service(s) are you interested in?
Number of office locations, excluding offices established solely for the purpose of research or client service:
Please list systems used for the following functions:
Please list systems used for the following functions:
Total number of proprietary systems listed above:
Does the firm invest in illiquid securities that must be fair valued?
Total number of clients/accounts to be included in the scope of the examination. Please indicate the number by client type below:
Total number of clients/accounts to be included in the scope of the examination. Please indicate the number by client type below:

Number of employees:

Assets Under Management:

Have you undergone a SOC 1 examination before?
If yes, what was the scope of the project?
If yes, what was the period end?

Other Notes/Comments:

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