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Best Interest Standard, Part 60: Compliance with PTE 2020-02
FredReish.com Link to more items from this source
[Guidance Overview]
July 27, 2021

"[Some small firms] have opted for an educational (that is, no recommendations) approach to rollovers (because of the cost and effort to build compliant systems). Larger firms are adopting compliance approaches that can be automated. In addition, they will need to train hundreds or thousands of investment professionals on the new requirements by December 21."

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