February 7, 2022

This is where you can find recordings of all of the Webinars pertaining to REG F compliance including how to submit accounts through ClientConnect.

Below was our first webinar about Itemization Dates that we recorded containing the basics on REG F.

This is our webinar about ClientConnect that was recorded to help clients understand the correct way to list accounts through ClientConnect.

This Webinar is a more in depth explanation of how to enter into ClientConnect complete with examples on how your itemization dates affects how you submit accounts.

This is the link to the itemization form

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