Publications
CCOs Advised on Form SLT
January 20, 2012
Advisers can accurately fill out Form SLT and track it systematically every month by using a "three-bucket" approach to tally investment vehicles and cross-border transactions. In this interview, SRZ partner Daniel F. Hunter discusses how to determine whether or not an adviser must file Form SLT and outlines the steps for breaking down investment entities into three categories of international vehicles.
