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DATA SNAPSHOT: Data management will see biggest outsourcing increase

The PEI/RBC Investor & Treasury survey on all aspects of fund administration reveals outsourcing is on the rise in nearly every area.

Regulation S-P: keeping client data on the D-L

The direction of travel is towards greater scrutiny of how private information is stored and used. A recent risk alert gives a steer.

Briefing: Are you in breach of Regulation S-P?

OCIE’s most recent risk alert is about client data: find out what compliance issues they found and why private equity firms should pay attention.
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