2024 Total Cost Reporting – Implementation Solutions to Maximize Your Financial Efficiency

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With the new Total Cost Reporting (TCR) requirements coming into effect, firms must be prepared to deliver comprehensive fee disclosures.

Join us to hear Broadridge Financial Solutions, Inc. discuss what this means for dealers and unveil its latest platform-agnostic service designed to streamline TCR processing capabilities. This innovative service aims to simplify the reporting process through mutualization and standardization, ultimately reducing compliance costs.

Speakers

Scott Wilkinson
Head – Canada Wealth Solutions
Broadridge Financial Solutions, Inc.

Nick Bergantini
Senior Director – Product Management
Broadridge Financial Solutions Inc.

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