Contact Bates Today

Bates Group is with you every step of the way. Contact us today for more information on how our End-to-End Solutions can help your firm.

Get My Solution Started

Bates Group Logo

We’re looking for talent! Interested in a career at Bates Group? Visit our Careers page.

04-30-20

Countdown to Form CRS for Investment Advisers

Countdown to Form CRS for Investment Advisers
Recorded: April 30, 2020 (1 hr.)
Presented by: Bates Compliance

The countdown is on! Linda Shirkey, Rory O’Connor and Jennifer Sullivan of Bates Compliance provide guidance for IAs on how to tackle Form CRS in this 1-hour webinar.

Watch Replay