As mentioned in our last newsletter,
please note the following deliverable:
Annual Offer Letter/Notification (to clients) - 04/30/2015 - 120 days after firms fiscal year-end*
Notification can be sent via*:
- Client invoicing/statements
- Electronic delivery
- Mail + Letter
Suggestion: Keep a record of date that notification was sent out.
Please discard this message if:
- (1) The firm already sent an offer/notification to clients.
Next quarterly newsletter - coming in May