• Firms with NO AUM: Submission Deadline for CS2 Annual Amendment Questionnaire

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    Name: Firms with NO AUM: Submission Deadline for CS2 Annual Amendment Questionnaire
    Date: January 19, 2018 - January 18, 2018
    Event Description:
    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
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