Related Posts
Additional Posts in Consulting
New to Fishbowl?
Download the Fishbowl app to
unlock all discussions on Fishbowl.
unlock all discussions on Fishbowl.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Download the Fishbowl app to unlock all discussions on Fishbowl.
Copy and paste embed code on your site
Send download link to your phone
OR
Scan your QR code to download
Fishbowl app on your mobile
You should submit a “Matter to be reported", I think. If it will let you submit with false then say false. I enrolled my brokerage in the auto feed and that makes things a lot simpler. I know several funds I tried searching for by the ticker symbol appeared differently if I searched by the company name. Good luck!
Do I just mark “False” for “I have reviewed my holdings and other financial relationships against proscribed entities and have no independence exceptions/issues” and describe the situation in the explanation box?