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Client Focused Reforms: Time to Leverage Compliance Technology
Client Focused Reforms: Time to Leverage Compliance Technology

In June 2018, the Canadian Securities Administrators (CSA) proposed a set of reforms calling for more rigor...

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Countdown to Client Best Interest Regulatory Obligations
Countdown to Client Best Interest Regulatory Obligations

The next wave of regulatory requirements link together KYC, KYP, and KYA A lot has been written about the c...