Tracey Winters
President, Fairview Private Fund Administration
Tracey primarily manages fund accounting operations.
Tracey primarily manages fund accounting operations.
Before Tracey Winters joined Fairview in 2007, she managed various departments at a fund administrator, which has given her broad experience with mutual funds, hedge funds, governmental and nonprofit investment pools, and insurance pools. She has a strong background in portfolio accounting, financial statement preparation, and tax reporting.
On February 18, the SEC issued an extension of the compliance dates for Form N-PORT reporting related to the “Names Rule,” proposed new amendments to Form N-PORT reporting, and published new questions and answers on the Names Rule FAQ.
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FINRA is enhancing security on the FINRA Entitlement Platform by introducing identity verification through ID.me, which is certified to federal standards for identity verification.
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Large financial institutions, such as intermediaries and wrap sponsors, are increasingly asking advisers to provide documents with higher-level accessibility conformance on institutional platforms.
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