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1270 Ave Of The Americas, 7th Floor—1050, New York, NY 10020-1700, USA

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49 days ago

Gavin M. from Pierson Ferdinand LLP

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49 days ago

Gavin M. from Pierson Ferdinand LLP

FINRA Rule 3240 Amendments: Key Updates and Implementation Considerations

Pierson Ferdinand LLP -

FINRA has recently adopted significant changes to Rule 3240, tightening restrictions on borrowing and lending arrangements between registered persons and their customers.

Effective April 28, 2025, these changes will require substantial updates to your policies and procedures. It's crucial to start preparing now to ensure compliance. Find out what these changes mean for your firm and how to stay ahead.

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Note : Gavin Meyers [ [email protected] ] is currently listed as the owner. Gavin Meyers will be replaced with yourself as the owner and an email confirmation will be sent to both parties Enter You email Address :

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