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Timely Changes Impacting Financial Institutions 1July 14, 2015Todays Presenter(s):2Christopher K. LoftusGraham R. Carl(319) 8964081 Loftus simmonsperrine.com(319) 8964061 Carl simmonsperrine.agenda:
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What is timely changes?
Timely changes refer to updates or modifications that need to be filed within a specific deadline.
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Anyone who needs to update or modify information within a specified timeframe.
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What is the purpose of timely changes?
The purpose of timely changes is to ensure that information is up to date and accurate.
What information must be reported on timely changes?
Information such as updated contact details, changes in employment, or modifications to personal information.
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