Fiduciary Oversight Tag

Email Oversight & Supervision [vc_row][vc_column][vc_column_text]Today we will investigate the supervisory & oversight functions in Office 365. We will see how they can be applied in scenarios where email supervision is required due to regulatory compliance requirements or client needs. Some of the scenarios may include a need to meet SEC 71a-4 requirements placed on financial advisers or other professional service organizations that need to monitor email...

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