Jeremy McCamic joined Fairview in 2020 eventually becoming Director of Policy Management and Relationship Manager. In these roles, he oversees a team responsible for monitoring regulatory changes and advising clients as they navigate those changes. This includes writing policies and procedures for use in compliance manuals, and developing internal and external training on new regulations and best practices. As a Relationship Manager, he partners with RIAs and CCOs to provide full compliance administration support.
Prior to joining Fairview, Jeremy was an Associate Attorney at McPherson, Rocamora, Nicholson, Wilson & Hinkle, PLLC.
On August 28, 2024, the Treasury Department’s Financial Crimes Enforcement Network (FinCEN) finalized the AML rule. The final rule has a few changes from the proposed rule announced in February.
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On August 21, 2024, the SEC adopted a rule that updates the threshold for a fund to qualify as a “qualifying venture capital fund” under the Investment Company Act.
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The SEC fined Pacific Financial Group $430,000 for advertising that presented hypothetical performance. In an order issued on August 9, 2024, the SEC pointed out that Pacific Financial Group advertised hypothetical performance on its public website without implementing policies and procedures reasonably designed to ensure that the hypothetical performance was relevant to the likely financial situation and investment objectives of the intended audience.
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