Business Relief Investments for Attorney's
I am new to this site and it is great to be a member of an on-line forum.
I am trying to source a BR investment for Enduring PoAs, and due to restrictions imposed by our compliance department, I am trying to find a BR investment that is non-discretionary in nature.
Every BR investment that I have looked at is discretionary, and our compliance department has serious issues re these.
I would be grateful for any help that I can get with this.
Thank you in advance.