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FINSEG offers clients a knowledge management database that aggregates work product and other relevant information pertinent to each registered client in a password protected client folder. You may establish a client folder by contacting us at info@finseg.com.
Example: ABC, Inc. client folder includes a collection of comment letters, research papers, and compliance memoranda prepared for ABC,Inc. XYZ Brokerage client folder includes an internal investigation memorandum, licensing assistance report, and two no-action requests. |
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Send mail to webmaster@finseg.com with
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