The Investment Advisor's Compliance Guide (Advisor's Guide)

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The Investment Advisor's Compliance Guide (Advisor's Guide) image
ISBN-10:

193636283X

ISBN-13:

9781936362837

Author(s): Abromovitz, Les
Edition: 1
Released: Mar 16, 2012
Format: Paperback, 267 pages
Related ISBN: 9781941627938

Description:

As the SEC and state securities regulators ramp up their regulatory supervision, investment advisers need to know what to do stay in compliance.



Simplify complex compliance activities, save yourself worry, and avoid severe sanctions with the all new Investment Advisor s Compliance Guide.



The Investment Advisor s Compliance Guide provides guidance on all of today s compliance issues, including:



  • Rules affecting the use of social media

  • Switching from SEC registration to state registration

  • The Form ADV Disclosure Brochure

  • Specific changes mandated by Dodd-Frank

  • SEC whistleblower activities

  • And much more

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