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 Ubl Crs Form 2017

Ubl Crs 2017-2025 Form

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Instructions and help about Ubl Crs Form

hello everyone and welcome to the webinar understanding regulation best interest and form crs featuring carl seiler of blue river partners and scott siebel of mco a recording of today's session will be made available on mycomplianceoffice.com we'll send you an email in the next few days with a link to download the recording and slides if you have a question for carl please send it to us via the chat button at the bottom of your screen we'll be answering some questions after the presentation and now i'd like to kick things off by welcoming carl seiler principal at blue river partners carl over to you excellent well thank you very much so um before we get started with the content um regarding regulation best interest and its related form um crs the client relationship summary i just wanted to give the audience a little bit of background on myself i'm a managing director and principal in the legal and regulatory compliance group with blue river part

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