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Bridge over ocean
12 November 2020 Comment Letter

CFA Institute Opposes SEC Proposal to Exempt Finders from Broker Rules

  1. James Allen, CFA
  2. Stephen Deane, CFA

CFA Institute opposes an SEC proposal to exempt finders from broker rules. In its comment letter to the SEC, CFA Institute argues that the proposal would weaken investor protections and market transparency.

View Comment Letter