PTE 2020-02 and Rollover Documentation

PTE 2020-02 and Rollover Documentation

29. marca 2022

Spojené štáty americké
Spojené štáty americké
Spojené štáty americké

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

Spoločnosť Eversheds Sutherland vynakladá všetku primeranú starostlivosť, aby zabezpečila, že materiály, informácie a dokumenty vrátane, ale nielen, článkov, bulletinov, správ a blogov (ďalej len "materiály") na webovej stránke Eversheds Sutherland sú presné a úplné. Materiály sa však poskytujú len na všeobecné informačné účely, nie na účely poskytovania právneho poradenstva a nemusia nevyhnutne odrážať súčasné právne predpisy alebo nariadenia. Materiály by sa nemali chápať ako právne poradenstvo v akejkoľvek veci.

Služby

Odvetvia

Kľúčové kontakty

Leadership - adamcohen@eversheds-sutherland.com

Adam B. Cohen

Executive Partner

Washington DC, Spojené štáty americké

issahanna@eversheds-sutherland.com

Issa J. Hanna

Partner

New York, Spojené štáty americké

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