ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Custody Review Tutorial"
Episode Synopsis
In this episode, Scott talks about the Custody Review for 2022, including the basic mechanics like who's getting what and what to do with it as well as a question-by-question discussion of the 2022 Review Checklist with analyses of Custody principles generally. After listening to this episode, you should know what you need to do for the Custody Review, how you need to do it, and even why you need to do it.
More episodes of the podcast ACS' Compliance Cast
2024 Custody Review Checklist
08/10/2024
Advisory Fee and Billing Practices Review
20/09/2024
Due Diligence
25/06/2024
2023 Custody Review Checklist Walkthrough
15/09/2023
Best Execution Review Podcast
05/12/2022
Compliance Manual Updates 2022
12/10/2022
Marketing Overview Discussion
27/09/2022
Lite Services Custody Review Discussion
20/07/2022
PTE 2020-02
23/05/2022
In God we trust