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IA Compliance Toolbox

Congress
This is the law behind FinCEN's new reporting requirements around beneficial ownership
Back view businessman raising hand for asking speaker for question and answer concept in saminar meeting room
Here are FAQs related to the CTA's beneficial ownership reporting requirements
Woman filling out important paper documents
Here are directions to help you obtain your FinCEN ID to make it easier to comply with the Corporate Transparency Act
This is the DOE's priorities for FY 2025
Asian female high school student and teacher in classroom. Cram school. Preparatory school. Home tutor.
Here's an extensive DOE exam letter shared with RCW by a source. This was directed at a private equity fund adviser in 2024
Students sitting in amphitheater and studying
Fee billing was an interest in this ongoing SEC exam of an adviser
modern woman worker in a light business suit in modern green office with documents and laptop.
These are FAQs from FinCEN related to new reporting obligations under the Corporate Transparency Act. These are current as of Oct. 3, 2024
Focused student doing test during a class at the university
A source shares with RCW an adviser's recent SEC document request letter from an exam
Exam
Here is a recent SEC exam letter sent to an advisory firm
The girl trader follows the charts on the monitor and negotiates by phone. Two monitors with graphs on rising index.
This comes courtesy of Lisa Marsden of Colter Strategic Services in Coral Springs, Fla.
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