Cost Basis Reporting Assessment: Beyond Technology― Are You Fully Prepared?

CostBasisAssessment_thumbJoin Martin Bentsen, Senior Advisor, Cost Basis Practice at Jordan & Jordan andCameron Routh, Senior Vice President, Strategic Products at Scivantage as they unveil the Cost Basis Reporting Assessment, a new, premium service offering a comprehensive review of a firm’s cost basis reporting ecosystem. From rules compliance and workflow processes to technology and the overall client experience, listen-in as industry experts from Jordan & Jordan and Scivantage share their knowledge of the remaining challenges and discover how your firm could benefit from a holistic evaluation to ensure long-term compliance.

 

Posted in Bank Broker-Dealer, Bank Custodian, Clearing Firm, Full Service Broker-Dealer (Wirehouses and Regionals), Independent Broker-Dealer, Mutual Fund, Online Brokerage, Prime Brokerage, Scivantage Maxit, Transfer Agent, Trust, Webcasts and tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , .