Because of the large number of issues that the CAIS Working Group is currently reviewing, FIF has scheduled an additional call for this week on Monday October 25 at 11am ET. During this call, the Working Group will discuss issues and questions from FIF members relating to CAIS reporting for specific types of accounts, including trusts, estates, ERISA Plans, LLCs and foreign accounts. This call is in addition to the standing Wednesday and Friday CAIS Working Group calls.
Wir bieten unseren Kunden mit nützlichen Informationen und Ratschläge, die sie benötigen, fundierte Entscheidungen zu treffen, ihre Ziele zu erreichen. Ob es sich um die Verwaltung von Kundeninvestitionen oder einen umfassenden Plan für sie zu schaffen und ihre Familie sind unsere zertifizierten Planern gewidmet mit einem außergewöhnlichen Service zu bieten.
Deshalb, im Laufe der Jahre konnten wir einen Ruf als einer der besten unabhängigen Beratern zu bauen. Wir verstehen die Bedeutung der Kunden auf dem richtigen Weg zum Erfolg bringen, und wir sind bereit, mit ihnen der Planung in allen Bereichen zu arbeiten.
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