Skip to content
BOL Conferences
Learn More - Click Here!

Thread Options
#682235 - 02/07/07 09:13 PM Vendor for 230.5 disclosure
Chosen Offline
Junior Member
Joined: Jan 2005
Posts: 36
Texas
We are looking at changing a couple of fees. Does someone have a vendor for the 230.5 disclosure that they are satisfied with and can recommend?

Return to Top
Operations Compliance
#682430 - 02/07/07 11:29 PM Re: Vendor for 230.5 disclosure Chosen
homestar Offline
Diamond Poster
Joined: Feb 2001
Posts: 2,245
US of A
What do you mean? Are you looking for a vendor who can print the change in terms notice for you, or are you looking for a consultant who can help you develop the notice itself?
_________________________
"If you want to tell people the truth, make them laugh, otherwise they'll kill you." ~ Oscar Wilde

Return to Top
#683142 - 02/08/07 07:11 PM Re: Vendor for 230.5 disclosure homestar
Chosen Offline
Junior Member
Joined: Jan 2005
Posts: 36
Texas
A vendor who prints the change in terms notice. The wording is in the Appendix for the Regulation; the President just wants to have a more professional looking notice than if it was something we generated in house. The statements also do not cycle on the same date so including it on the monthly statement would not work because everyone would get it on a different date and he wants to get it going as close to the 30 day window as possible without waiting for 2 cycles to pass.

Return to Top

Moderator:  Andy_Z, John Burnett