Webinar
SEC Marketing Rule Developments and Best Practices
Hosted by CFA Institute
Mar 27, 2025 Online / Virtual
About This Event
This webinar provides regulatory updates and best practices for the SEC's Marketing Rule. Marketing Rule experts from CFA Institute and Dechert LLP, joined by SEC staff, will address what constitutes an advertisement, investment performance reporting, potential SEC guidance on portfolio characteristics, and compliance best practices.
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