Due Diligence Works

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Due Diligence Works enables product governance, due diligence and offers compliance tools for Wealth Management Firms. We provide:
– Ongoing Due Diligence of your investments and insurance products,
– Product Shelf Optimization reviewing the entire universe of products (not just your platform); ensuring you have the best products on your shelf and can prove it,
– Compliance tools: Reg BI - PTE 2020-02 - 1035 Exchanges.

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