FIF has scheduled two joint calls next week for the CAT CAIS and CAT Transaction Reporting Working Groups. The first call will be on Monday April 7 at 2 pm ET; the second call will be on Wednesday April 9 at 11 am. The Working Groups will continue the discussion of a draft comment letter on the rule filing by the CAT Plan Participants to remove PII from CAT.
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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