FIF will not have a CAIS Working Group call this week. Instead, FIF will host two calls for the CAT Transaction Reporting Working Group. The first call will be on Wednesday August 30 at 11 am ET and will focus on CAT reporting for non-executable RFQ responses. The second call will be on Wednesday August 30 at 2 pm ET and will focus on the recent Notice of Filing published by the SEC relating to a proposal by the CAT Plan Participants to implement a revised linkage timeline for CAT reporting.
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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