Oyster Consulting & Hirschler Fleischer Present: The New Form ADV Rules: What You Need To Know

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This webinar was recorded – to watch the recording click here.

 

Is your firm ready for the latest changes to the Form ADV?

Last August the SEC issued a final rule expanding the information required on Form ADV.

On October 24, 2017 our experts covered these and other topics:

  • Effective dates and what they mean
  • Form ADV change themes and details
  • Best practices for making the changes
  • Common mistakes

 

Panelists:

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Jim Van Horn
Investment Management Partner
Hirschler Fleischer
Polly Cordle
Associate Director
Oyster Consulting LLC

 

For more information about how Oyster Consulting can assist your firm with its regulatory compliance needs, complete our contact form or call us at 804.965.5400.

 

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