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"Why Documenting Actions Are So Important – Another Reminder" published 21 February 2023 in ClearView Financial Media’s FamilyWealthReport, North American Family Office Intelligence.

This article examines why it is important to keep accurate, timely records to comply with marketing rules. The author of this article is Cathy Brand, CEO Sales Road Maps Online Ltd.® – someone who has written in these pages before about compliance and strategy issues when it comes to the financial world. The usual editorial disclaimers apply to views of guest contributors. Email tom.burroughes@wealthbriefing.com.

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