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How will a firm’s participation be tracked going forward?

April 26, 2017firm forward going participation tracked

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How will a firm’s participation be tracked going forward?

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Firms can confidentially report to the CBF at a designated time each year on the firm’s progress with the Statement of Principles in the previous year. That report should include a statement that the firm remains committed to each of the standards in the Statement of Principles along with a summary of the firm’s financial contributions for that year. The CBF has prepared a user-friendly spreadsheet for a firm to track its qualifying financial contributions.