发明授权
- 专利标题： Method for creating and delivering customized compliance information
- 专利标题（中）： 创建和提供定制化合规信息的方法
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申请号： US12875002申请日： 2010-09-02
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公开(公告)号： US07979333B2公开(公告)日： 2011-07-12
- 发明人: Jeffrey B. Levering , Alex Magary , Craig LeClair , Larry Kunz , Anil Gupta , Brigitte Tuller , Garett Wiley , Patricia Rosch
- 申请人： Jeffrey B. Levering , Alex Magary , Craig LeClair , Larry Kunz , Anil Gupta , Brigitte Tuller , Garett Wiley , Patricia Rosch
- 代理机构： Greenberg Traurig, LLP
- 主分类号： G06Q40/00
- IPC分类号： G06Q40/00
摘要：
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.
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