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Tue, Oct 24



Database Reporting - IMSS

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Database Reporting - IMSS
Database Reporting - IMSS

Time & Location

Oct 24, 2023, 10:00 AM – 11:00 AM EDT


About the Event

Topic: Consultant Database Population to grow AUM

What will be covered:

  • 2023 Structural Changes
  • Reporting Requirements
  • SEC Marketing Rules on Performance Reporting
  • Building Complete Profiles
  • Tips for improving visibility

Speaker: Patricia Sandoz, Founder & CEO at IMSS

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