12 Months Periodic Review ($3000 to $4500) #NJN
Perform periodic review (data analysis, sample selection, review of samples, clarification with stakeholders, issuance of test results)
Our reviews consist of i) Protection of Client’s interest, ii) Regulatory controls, iii) Market integrity, iv) Discretionary Portfolio Management, v) Best Execution pricing, etc.
Review of test steps to be o...