|5033||Fund Intermediary Relationships 101: What Directors Need to Know||30||Mar||1:00PM||2:00PM||March||Tuesday||9||2010||
The webinar, Fund Intermediary Relationships 101: What Directors Need to Know, featured Stuart Bowers of Finix Business Strategies discussing what directors should be focusing on when overseeing fund relationships with the intermediaries who sell fund shares to investors. The discussion explained the various account types of relationships - direct sales, intermediary accounts, and omnibus accounts - through which fund shares are processed.
|Forum Webinar Series||
Finix Business Strategies
WHO SHOULD ATTEND
PRESS / MEDIA