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#1687833 - 04/11/12 03:34 PM REG O
Anonymous
Unregistered

REG O pertains to extensions of credit and this is not an extension of credit but can the insiders as a group receive a discount on a service offered by an affiliate?

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#1687843 - 04/11/12 03:47 PM Re: REG O Anonymous
osucpa Offline
Diamond Poster
Joined: May 2011
Posts: 1,406
I would need more detail to make a determination.

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#1687870 - 04/11/12 04:10 PM Re: REG O Anonymous
Anonymous
Unregistered

To clarify: The insiders may be offered a discount on estate planning services. No one else will receive the discount.

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#1688121 - 04/11/12 10:41 PM Re: REG O Anonymous
West Coast Comp Offline
Gold Star
West Coast Comp
Joined: Jun 2010
Posts: 350
Lost in the rain.
What "insiders" would this apply to?
_________________________
Where I go there I am. smile

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