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A List of Upcoming Events in the SMART TALK® Series...

Are you ready for FATCA? We can help.

Looking for education on what you and your firm needs to do for FATCA, contact SUI to arrange a Smart Talk session for your firm or for a free consultation on how we can help your firm with the implementation of FATCA requirements.

CRM 2 is fast approaching with a phased in approach. 

Implementation dates start July 15, 2014 for pre-trade and trade confirmation disclosures. Reporting of account performance using a money-weighted percentage returns and fee and charges disclosures being phased in for implementation on July 15, 2016.

Looking for more about the upcoming changes?  Contact us to arrange for a customized Smart Talk session on CRM 2 for your firm.  Contact us  for a free consultation on how we can assist your firm in the implementation of the many upcoming compliance changes.