I'm a registered investment adviser. Can I use Proof of Call or the badge?
Not at launch. Signup will ask whether you're a registered investment adviser or representative. If you are, we'll add you to a separate list in case we build a version that fits advisers' marketing rules.
Details
- Displaying a third-party track record or badge in advertising can bring regulatory obligations for advisers. This is a launch decision, not a judgment about you.
- We can't advise you on your own compliance obligations. Talk to your compliance officer or counsel.
- Other questions about advisers: email legal@nothingbutalpha.app.