Dating rules for senior citizens
Just remember that if you would like to date senior women or senior men specifically, make sure to adjust your match preferences to reflect this.
Among other things, the model act creates mandatory reporting requirements where a securities broker or investment adviser has a reasonable belief financial exploitation has been attempted or has occurred.
The amendment to FINRA’s Rule 4512 requires member firms make reasonable efforts to obtain the name and contact information for a trusted contact person (1) when opening a customer’s account, or (2) when updating account information to an existing account that was opened prior to the effective date of the amendment (i.e., an account that was opened prior to February 5, 2018).
The amendment also requires the member firm disclose in writing to the customer that the member or an associated person is authorized to contact the trusted contact person and disclose certain information about the customer’s account.
Similar efforts have been implemented by the Securities and Exchange Commission (SEC), North American Securities Administrators Association (NASAA) and individual states, including Minnesota.
The new rules, which were approved by the SEC, implement two key changes to protect senior investors.
First, amendments to Rule 4512 will require member firms and associated persons to make “reasonable efforts” to obtain the name and contact information for a trusted contact person.