Planes legales de suscripción sindical
El proveedor de servicios de suscripciones legales más grande del país
North America's Largest Subscription Legal Services Firm
EMPRESA DE SERVICIOS FINANCIEROS
PLANES LEGALES DE SUSCRIPCIÓN:
Asesores de inversiones registrados
(Servicios Jurídicos Especializados):
Legal Services for Registered Investment Advisors:
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All the Legal Serivces of an Individual / Family Plan (Click here for a List), Plus...
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Complete Corporate Legal Services
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Administrative Law Actions Defense
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Americans with Disabilities Act (ADA)
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Antitrust & Competition
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Arbitration Proceedings
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Articles of Amendment
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Bankruptcy Filings
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Beneficial Ownership Info Report
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Breach of Contract
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Business Annual Reports
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Business Contract Consulting
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Business Contract Drafting
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Business Contract Review
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Business Filings
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Business Incorporation & Formation
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Business Licenses
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Business Permits
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Business Plan Development & Assessment
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Business / Corporate Resolutions
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Buy, Sell, Rent & Lease Agreements
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Bylaws
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Civil Litigation Support
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Commercial Real Estate Law
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Construction Law
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Consumer & Commercial Disputes
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Data Privacy & Cybersecurity Consultation
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Debt Collection, Negotiation & Settlement
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Deed Services
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Doing Business As Filings ("DBA")
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Entity Conversions
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Enviornmental Law
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Eviction Law (Tenant Side)
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Eviction Law (Landlord Side)
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Federal Tax ID ("EIN")
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Foreign Corporation Qualification
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Freedom to Operate Analysis
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Immigration Law (sponsorships)
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Independent Contractor Agreements
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Insurance & Risk Management
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Intellectual Property - Copyright
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Intellectual Property - Patent
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Intellectual Property - Trademark
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Intellectual Property Infringement
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International Trade Commission
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Labor & Employment (General)
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Labor & Employment (Hiring & Firing)
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Lease Agreements
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Litigation Support Services
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Mediation of Legal Disputes
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Non-Disclosure Agreements
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Operating Agreements
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Private Placements
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Promissory Notes
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Real Estate Law
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Regulatory & Compliance
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Recalls & Product Liability Actions
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Secured Lending Law
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Securities & Blue-Sky Compliance
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Small Claims
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Supply Chain Disputes
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Surety Bond Advisory
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Trademark Monitoring
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Trademark Registration
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Trademark Searches
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Traffic Accident Law
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Traffic Ticket Defense
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Warranty & Consumer Protection
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Writs of Attachment
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Writs of Execution
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Not to Exceed Twenty (20) Hours Per Month.
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Legal Services for Registered Investment Advisors (continued):
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RIA & Broker Dealer Formations & Registrations
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Registration and ongoing maintenance of registration for investment advisers
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Drafting and review of Form ADV (Part 1, 2A, 2B, and 3)
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CRS Forms
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U4 & U5 Filings
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Business Practices Brochures
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Investment Advisory Contracts
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Reviewing Marketing & Sales Practices
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Code of Ethics
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Conflict of Interest Reviews
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Privacy Policies
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Business Continuity Plans
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Cybersecurity and Data Retention Policies
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Policy & Procedures Manuals
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Maintaining of Books & Records
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Notice filings
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Privileged and confidential mock examinations
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Annual review and testing of policies and procedures
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Defense of regulatory examinations
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Defense of enforcement inquiries & Actions
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Form D and Blue Sky filings for private fund managers
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Assisting with client complaints
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Employment transitions and contractual matters
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Broker Protocol matters
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Review of vendor agreements
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Review of investment opportunities
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Drafting and review of investment advisory, sub-advisory, TAMP, investment management, and retirement plan services agreements.
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Corporate formation and drafting of operating agreements
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Mergers, acquisitions, and other transactions
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Enforcement defense before the SEC and FINRA
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Registered Investment Advisor /
Small Business Plan
Includes:
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Unlimited new Legal Matters (not to exceed twenty (20) billable hours per month plus any rollover hours)
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One Primary Business Entity, and wholly owned subsidiaries, and one Primary Family (a defined in the "Family Basic-Plus Legal Plan").
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Rollover any unused hours from the previous month's twenty (20) billable hours to the next month (new month's hours are first used, cannot roll any unused hours a second time).
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Unlimited separate Legal Matters ongoing at one time.
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No Retainer Fees
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See how we compare to LegalShield & LegalZoom: (Click Here)
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