MENU

OSC engages BEworks to help advisors collect trusted contact information

By The IJ Staff | November 10 2020 02:30PM

Photo: Freepik

The OSC has released a report, developed in collaboration with consulting firm BEworks, that identifies ways of increasing the likelihood that older investors will appoint a Trusted Contact Person.

This article is reserved to PRO Level subscribers

PRO Level’s multiple privileges

For only $9.95/month

Advertisement
Related topics …