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This document is the Annual Report for Institutional Financial Markets, Inc. for the fiscal year ended December 31, 2012, filed with the SEC on April 30, 2013. It includes details about the company\'s financial performance, executive compensation, governance, and related party transactions.
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Gather all necessary financial documents and data for the year 2013.
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Review the guidelines provided for the Cohen Annual Report to understand the required sections.
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Start with the basic information, including the organization's name, address, and contact details.
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Complete the financial sections, ensuring accuracy in revenue, expenses, and any other financial metrics relevant to 2013.
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Include any significant achievements, challenges, and future plans for the organization in a narrative format.
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Potential funders or partners interested in the organization’s financial health and impact.
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The Cohen Annual Report is a financial document required by certain regulatory authorities that outlines the financial performance and compliance status of a firm, particularly in the securities industry.
Firms that operate as broker-dealers or are involved in various financial activities are required to file the Cohen Annual Report. It is typically required for those subject to SEC regulations.
To fill out the Cohen Annual Report, firms need to gather their financial statements, calculate net capital and other required metrics, and complete the specific sections of the form as mandated by regulatory authorities.
The purpose of the Cohen Annual Report is to ensure transparency and compliance by providing regulators with a comprehensive overview of a firm's financial health and adherence to financial regulations.
The report must include financial statements, net capital calculations, details of any customer accounts, and disclosures regarding any regulatory violations or issues.
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