PTE 2020-02 and Rollover Documentation
2022 m. kovo 29 d.
PTE 2020-02 and Rollover Documentation2022 m. kovo 29 d. Starting July 1, investment advisors will be required to document the reasoning behind rollover recommendations for compliance with PTE 2020-02. This webcast discusses the challenges and potential solutions for this critical element of satisfying the PTE. Video Naujausios naujienos
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