Document-based workflows can consume a lot of your time and effort, no matter if you do them regularly or only occasionally. It doesn’t have to be. The truth is, it’s so easy to inject your workflows with extra productiveness and structure if you engage the proper solution - DocHub. Sophisticated enough to tackle any document-connected task, our software lets you adjust text, pictures, comments, collaborate on documents with other users, generate fillable forms from scratch or web templates, and digitally sign them. We even protect your information with industry-leading security and data protection certifications.
You can access DocHub editor from any location or system. Enjoy spending more time on creative and strategic work, and forget about monotonous editing. Give DocHub a try today and see your HR Outsourcing Proposal Template workflow transform!
[Music] hi Im Diane decoteau associate general counsel at the investment advisor Association last fall the SEC proposed a sweeping new rule that would upend the way that firms currently manage the oversight of their service providers the rule would extend to any function necessary for the advisor to provide its advisory Services if a problem with that outsourced function would result in a material negative impact to the firm or its clients the SEC included a checklist of possible services or functions that could be in scope including portfolio management client servicing trading accounting pricing cyber security and compliance among others investment advisors would be prohibited from using a service provider unless a laundry list of requirements are met in advance including due diligence monitoring record keeping and form ADV disclosure at the IAA we believe that this proposal is unnecessary as advisors already have a fiduciary duty to oversee their service providers we appreciate our