The ACCME states that accredited providers are allowed to share a copy of an existing disclosure for the individual and simply confirm if the information is still accurate (or if it needs to be updated).
Do we need to collect a new disclosure form from individuals for EVERY activity they are involved in?
Weekly Compliance Tip
How do we mitigate a planner’s financial relationships with ineligible companies?
Institute a process and documentation to demonstrate that the planning team … More >
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AOE Consulting, LLC
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