Firms that DO provide investment supervisory services and therefore DO have regulatory assets under management must submit the DIY+CS2 Review annual amendment form to CS2 by March 14, 2025 if they wish to have us review their drafts. This review is not mandatory, but it is recommended. If you have questions on this topic, please post them in response to this Forum post.
For details, click here: https://community.cs2compliance.com/event/firms-that-do-manage-assets-deadline-to-submit-diy-cs2-annual-amendment-form
https://community.cs2compliance.com/event/firms-that-do-manage-assets-deadline-to-submit-diy-cs2-annual-amendment-form