OTC AskRegs Experts: Diving Into Consumer Information

20/03/2025 22 min
OTC AskRegs Experts: Diving Into Consumer Information

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Episode Synopsis

This week on “Off The Cuff,” David and Hugh are joined by Tonya to discuss consumer information. The team works through a number of checklists that institutions should be aware of and dives into some potential blind spots or commonly misunderstood compliance requirements. David and Tonya then walk listeners through administrative capability requirements, guidance concerning Constitution and Citizenship Day educational programming, and more. 

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