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FYI: Understanding the Basic Paperwork with Your Investment Firm
Many investors don’t fully understand the documents they sign and rely on advisors for key info. With CRM2 rules on fee transparency and recent scrutiny of big banks, it’s vital to know what you’ve agreed to. Join Wei Woo to explore the basic paperwork clients typically encounter.
Additional Info:
Instructor Info
Wei Woo
Excluded Activity Dates
These are noted days where “FYI: Understanding the Basic Paperwork with Your Investment Firm” will have no activities due to holidays or another reason.
More info for this activity is coming soon.
Please check back later.
Class Info
| Date | September 17 |
| Day | Wednesdays |
| Time | 1:30 PM to 3:00 PM |
| Location | Edmonton |
This class will occur 1 time during this session. | |
Class Prices
| Member Session Fee: | $3.00 |
| MEMBERS: Click here to register | |
| Non-Member Session Fee: | $3.00 |
| NON-MEMBERS and/or DROP-INS: Register by phone or in person | |
| Member Drop-in Fee: | $0.00 |
| Non-Member Drop-in Fee: | $0.00 |
| NON-MEMBERS and/or DROP-INS: Register by phone or in person | |