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This is my first time working with a client using the COSO framework. Before elevating my inquiry to my seniors, I would like to confirm my understanding of how this exercise works.
Prior working papers are telling me that client should establish its compliance with the five components of the framework, correct? How rigid should I be in performing this?
To be fair, I was provided with a reading material but it’s a pretty hefty read.
Thanks for any responses!
Deloitte
Update on Partner “Catch-up” meeting...
I don’t remember my best friends’ birth dates 😳
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New to Fishbowl?
unlock all discussions on Fishbowl.
Before you can make the move to FiNet you have to talk with manager. He/she will give you all the guidelines (no accounts below 100, can’t prospect WFC clients, etc). They’ll also go through pay schedule.
By the way, FiNet just lost the guy who built FiNet- went to start his own RIA
Comments appreciated
I’m in WBS, they won’t allow us to transition to FiNet.
Wow. Is that a new policy?
My understanding WBS to FiNet, they won’t carry your licenses. PCG to FiNet I hear they kill you for a year on payout/payback to PCG. Not 100% sure, just what I’ve heard.