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Complimentary access is for advisory firm leaders, decision makers, financial advisors, RIAs, institutional investors, family offices, independent B/D advisors, regional advisors, wire house advisors, financial planners that are asset owners.
'Asset owners' refers to financial advisors and the assets they manage that are 100% under their discretion. This is intended for advisors providing discretionary wealth, investment or financial planning services to mass affluent and/or HNW individuals.
If your firm is a registered investment advisor that produces investment fund products, you DO NOT qualify for a complimentary advisory firm pass. Please note, anyone who registers for the advisor pass will be subject to verification.