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Join Eversheds Sutherland Partners Clifford Kirsch, Carol McClarnon and Mark Smith as they discuss issues relevant to advisers to bank collective investment trusts. The webcast will focus on the growing interest of advisers with respect to CITs and will cover tips and traps for advisers entering this area. Topics that will be discussed include:

  • Available SEC exceptions from registration
  • Regulation under OCC Part 9
  • The differences and similarities between common and collective funds
  • The role of ERISA
  • Advisers Act considerations