Identity Theft Services - Option 3

"Identity Theft & Third-Party Wire & Check Fraud" Webinar + Template Policies and Procedures for Identity Theft & Wire Fraud+ up to 1 hour consulting time to assist with customization of Identity Theft & Wire Fraud policies and procedures

Quantity
Add to Cart

Product Description

Option 3: “Identity Theft & Third-Party Wire & Check Fraud” Webinar + Template Compliance Manual Section + up to 1 Hour of Consulting.

Under this option, RIA Compliance Consultants will provide access to our webinar (see description in Option 1 above) + the template manual section (see description in Option 2 above) and up to 1 hour of consulting time with one of our Senior Compliance Consultants to assist with customizing the template compliance manual section. This supplemental manual section + access to our webinar + 1 hour consulting time is available for $595.

After receiving the online payment for this manual section, we will send you an email requesting that you execute an electronic contract. (If you would like to view or execute this electronic contract now, please click here if you are a SEC registered investment adviser, or click here if you are a state registered investment adviser.) Once we have received your executed agreement along with your online payment, we will commence services under this agreement.