
Beginning September 23rd, 2013 all CPOs and CTAs are permitted to use a Disclosure Document for up to 12 months rather than the original 9 months. CPOs may also use third-party service providers to maintain their books and records under certain conditions. Moreover, as of August 22, 2013, CPOs are no longer required to obtain a signed acknowledgment of receipt of disclosure documents from participants before accepting funds. The details of the amended rules can be found here.



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Lincolnshire Office
Michael Coglianese
CPA, P.C. ​
300 Tri State
International
Suite 180
Lincolnshire, Il. 60069
​
630.351.4005
info@cogcpa.com