Please join us for a webcast on Wednesday March 4 at 10:00 a.m. PT / 1:00 p.m. ET to learn about important updates to Schwab?s mutual fund operating procedures.
Your firm will soon receive amendment(s) to your active Mutual Fund MarketplaceŽ agreement(s) with Schwab, which update the Operating Procedures Exhibit A to the agreement(s). These updates are being implemented to better align with industry standards and to streamline our operational model. These changes will create greater operational efficiencies between our firms and for our mutual fund clients, in support of our continued growth. During the call we will discuss:
Attendance on this call is highly encouraged for primary national accounts and operational contacts. This call is intended for the Fund Company. This invitation should not be forwarded to media or any other third parties.
There will be time for questions at the end of the presentation and we encourage you to submit your questions in advance, during the registration process.