FSI is offering five critical tools to assist firms in complying with the BIC exemption of the Department of Labor’s (DOL) fiduciary rule:
PRICING (Bundled packages highlighted in green)
To Order: Click here to access the order form. Download the form to your desktop, fill it out and email it to firstname.lastname@example.org.
These tools are available to FSI members only. Not an FSI Firm Member? Click here to learn more about FSI Firm Membership and to become a member today!
Disclaimer: These tools are meant to assist firms in developing their compliance with the DOL rule. Use of the templates does not constitute full compliance with all the requirements of the rule and firms should use these in conjunction with the advice and guidance of their legal and compliance professionals. FSI does not provide legal advice to our members and our development and distribution of these DOL tools is not intended to be legal advice of any kind.