Outside Business Activities: Guidance for the Institutional-Focused Registered Representative

Overview

This course discusses the rules on outside business activities for the institutional broker-dealer including required disclosures, prohibited activities and compliance concerns. 

Learning Objectives

  • Understand the rules surrounding your outside business activities
  • Understand disclosure obligations for outside business activities
  • Understand the sanctions applicable to failure to follow these rules

Designed For

Institutional registered representatives 

Find this course for your license:

License or Certification

Regulator

Type