| 发明名称 |
Method for creating and delivering customized compliance information |
| 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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| 申请公布号 |
US2005125316(A1) |
申请公布日期 |
2005.06.09 |
| 申请号 |
US20040877904 |
申请日期 |
2004.06.25 |
| 申请人 |
LEVERING JEFFREY B.;MAGARY ALEX;LECLAIR CRAIG;KUNZ LARRY;GUPTA ANIL;TULLER BRIGITTE;WILEY GARETT |
发明人 |
LEVERING JEFFREY B.;MAGARY ALEX;LECLAIR CRAIG;KUNZ LARRY;GUPTA ANIL;TULLER BRIGITTE;WILEY GARETT |
| 分类号 |
G06F;G06Q40/00;(IPC1-7):G06F17/60 |
主分类号 |
G06F |
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