PTE 2020-02 and Rollover Documentation

PTE 2020-02 and Rollover Documentation

March 29, 2022

United States
United States
United States

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.

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adamcohen@eversheds-sutherland.com

Adam B. Cohen

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