Firms that DO NOT have assets under management, including financial-planning only firms, and that want CS2 to draft their annual amendment, must submit the Year-End 2017 Questionnaire no later than January 19, 2018. A link to the questionnaire will be posted in December. Firms that DO have AUM have a later deadline to allow time for receiving AUM information from custodians.
For details, click here: https://community.cs2compliance.com/event/firms-with-no-aum-submission-deadline-for-cs2-annual-amendment-questionnaire
https://community.cs2compliance.com/event/firms-with-no-aum-submission-deadline-for-cs2-annual-amendment-questionnaire