In this webinar, you will find out:
- How to go beyond KYP compliance to build value for advisors and clients
- How simplifying KYP compliance can lead to better investment results for clients
- How to leverage data and the latest technology to guide clients with informed advice and investment product suitability, without compromising on compliance
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Lucilla Nardi
Chief Distribution Officer, Co-operators
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Jason Bobee
Vice President, Business Development, Portfolio Strategies Corporation
