This webinar will focus on explaining the new Form N-PX filing requirements that are applicable to Form 13f filing advisers and family offices. We will describe the who, what, when, and how:

 

Who: Which advisers and family offices are subject to the new Form N-PX filing requirements

What: What is required in the new filing and what steps should an adviser/family office be taking now to get ready for the compliance deadline

When: When is an adviser/family office required to make its initial filing 

How: How can an adviser/family office make the filing – getting filing-ready