FIF met with the SROs in-person on November 7th to discuss phase 2c representative order linkage reporting requirements to walk through current business practices in order to provide recommendations to allow OMS/EMS systems to capture and report phase 2c CAT reportable information. Similarily, this Wednesday, FIF will meet with the SROs/ThesysCAT to discuss the remaining challenges related to FDID.
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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