The Customer Due Diligence rule issued by FinCEN brings changes starting March 15, 2018. CLICK HERE for more details on this rule. New account applications and forms will be updated and released March 15, 2018, to reflect the CDD changes. Please start using the new applications and forms immediately when they release, as pre-March 2018 new account applications will no longer be accepted starting May 11, 2018. No exceptions. Please reach out to your AEWM Support Team at firstname.lastname@example.org or at 866.363.9595.
AW02180074 For investment professional use only.