STREAMLINING THE FIRM’S HANDLING OF MATTER MOBILITY

From : Blog Entry >>Denise's Blog Entry
Our last blog established that far more matter mobility is taking place nowadays, and that this is a trend, not a phase. Since it can cause a significant administrative burden to fall on firms, they should try to minimize the impact. But how do you ensure that off-boarding and on-boarding are performed as efficiently and compliantly as possible? The answer is that firms should develop policies, systems, processes and procedures for both. Off boarding data The first rule of off-boarding, which [More]