Rule 2a-5 Valuation Rule | Salvatore Faia Video Interview with BoardIQ
Vigilant Insights
Vigilant’s President & CEO, Salvatore Faia, JD, CPA, CFE, provided his insights regarding the one year anniversary of the Rule 2a-5 Valuation Rule on a Video Interview with BoardIQ.
In the Video Interview, Salvatore opens it up covering the following below:
- Annual Report: Minimum Requirements;
- Valuation Designee; and
- Fair Valuation Pricing.
If you have a BoardIQ account, view Salvatore’s Video Interview by clicking on the button below.
Salvatore Faia, JD, CPA, CFE, BoardIQ Video Interview
Vigilant Rule 2a-5 Valuation Rule Presentation
As an accommodation for our audience, Vigilant is providing our Presentation on the Rule 2a-5 Valuation Rule.
In the Presentation, you will see the following topics covered below:
- Executive Summary of Rule 2a-5 and Rule 31a-4;
- Key Changes;
- Risk-Based Approach Required by Rule 2a-5;
- Valuation Designee;
- Pricing Services;
- Impact on Boards;
- Impact on Advisers; and
- Reporting and Recordkeeping.
If there are any specific questions for Vigilant as it relates to the Rule, contact us here.
To download our PDF Presentation, click the button below.
Vigilant Compliance Rule 2a-5 Valuation Rule Presentation (PDF)