Apr 14, 2022 - Trusted Contact Person Rules

Location: via Zoom

Speakers:

to be confirmed

This evening’s presentation will cover the new “Trusted Contact Person” rules for investment clients. More details about the presentation and the speaker to come.

If you are interested in attending, please email Val at wwepc.canada@gmail.com to have the Zoom link sent to you.

 

Note: This presentation replaces the previously scheduled topic of “Unintended Association Rules to Consider …” by Donald Carr.

Topics: The new "Trusted Contact Person Rules" for investment clients

Agenda:

  • 5:00pm: Presentation
  • 6:00pm: Announcements and Social Time after Presentation ... time approximate

RSVP

RSVP

Apr 14, 2022 - Trusted Contact Person Rules