Invention Grant
- Patent Title: Method for creating and delivering customized compliance information
- Patent Title (中): 创建和提供定制化合规信息的方法
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Application No.: US13169692Application Date: 2011-06-27
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Publication No.: US08396785B2Publication Date: 2013-03-12
- Inventor: Jeffrey B. Levering , Alex Magary , Craig LeClair , Larry Kunz , Anil Gupta , Brigitte Tuller , Garett Wiley , Patricia Rosch
- Applicant: Jeffrey B. Levering , Alex Magary , Craig LeClair , Larry Kunz , Anil Gupta , Brigitte Tuller , Garett Wiley , Patricia Rosch
- Applicant Address: US NJ Jersey City
- Assignee: Broadridge Content Solutions, Inc.
- Current Assignee: Broadridge Content Solutions, Inc.
- Current Assignee Address: US NJ Jersey City
- Agency: Greenberg Traurig, LLP
- Main IPC: G06Q20/10
- IPC: G06Q20/10
Abstract:
A method and system to create personalized investor information packages, based on investor information, to be delivered to the investor to satisfy both compliance regulations and investor preferences. The method and system may deliver information in a paper or electronic format.
Public/Granted literature
- US20110258141A1 METHOD FOR CREATING AND DELIVERING CUSTOMIZED COMPLIANCE INFORMATION Public/Granted day:2011-10-20
Information query
