FIF has scheduled two joint calls for this week for the CAT CAIS, CAT Transaction Reporting and EBS Working Groups. The first call will be on Tuesday July 8 at 1 pm ET; the second call will be on Wednesday July 9 at 11 am ET. The Working Groups will discuss a revised draft FIF comment letter to the SEC on the removal of PII from CAT and the retirement of EBS.
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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