Unclaimed property continues to be a regulatory and operational concern for financial services companies. Complex and constantly-changing legislation often makes compliance with state laws seem like hitting a moving target.
This 60-minute webinar will review current legislative and regulatory actions that impact the industry, including the new statutory requirements in Illinois. Additionally, our presenters will share best practices and tactical guidance on how to best comply with the regulations and ensure operational success.
- Identify new legislation that impacts financial services companies.
- Understand the operational impact of unclaimed property compliance on both transfer agents and fund companies.
- Learn best practices and tactics to ensure compliance with state unclaimed property.