La Meer Announces GRACE Client Management V 4.0 to address Reg BI requirements

LinkedIn


La Meer announces updated GRACE for Client Management that includes the requirements of Regulation Best Interest Reg BI that got announced on June 5th. It addresses the Disclosures Obligation, Duty of Care Obligation, the Conflicts of Interest Obligation and Compliance Obligations Comprehensively to help organizations create a single source of truth for books and records to prove that they are working in the Best Interest of the Clients