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I recently began using your full-text research products. Do I still need to retain hard copies of the research I obtain from First Call Research and BondCall Direct for SEC auditing purposes?

April 26, 2017bondcall copies full-text hard obtain products Research

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I recently began using your full-text research products. Do I still need to retain hard copies of the research I obtain from First Call Research and BondCall Direct for SEC auditing purposes?

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No, we can do that for you. The SEC issued “No Action” Letters allowing both First Call Research and BondCall Direct to electronically maintain brokerage research reports for the institutional community. Because these products store reports on-line for more than six years, you no longer have to save hard copy versions of any report you access from BondCall Direct or FIrst Call Research.