LIVEOFFICE INVITES INVESTMENT ADVISORS AND BROKER-DEALERS TO ELECTRONIC RECORDKEEPING SEMINAR
May 31, 2005
TORRANCE, Calif., May 31, 2005 - LiveOffice Corporation (www.liveoffice.com), the provider of the AdvisorMail (www.advisormail.net) product
line*, will sponsor a comprehensive online seminar covering electronic recordkeeping requirements for email and instant messages (IMs) on
Tuesday, June 7th. The desktop seminar is designed to help investment advisors and broker-dealers better understand the current regulatory
requirements for electronic records and will feature a panel of industry experts from National Regulatory Services (NRS).
This important web seminar will cover industry best practices for electronic record retention and:
- Review the regulatory requirements for using electronic records
- Help investment advisors and broker-dealers understand the different requirements for electronic media records
- Provide helpful tips on developing firm policies and practices for electronic records
- Offer recommendations on systems, media and techniques for properly maintaining electronic records
In addition, LiveOffice's Director of Business Development Ann Davis will provide a demonstration of the AdvisorMail system, including its new Attorney-Client Privilege controls, for all attendees.
Expert Panel
The desktop seminar will feature a panel of regulatory experts from NRS, including:
- William Cavell, Director, Investment Adviser Consulting
- John Gentile, Director, Broker-Dealer Consulting
- John Gebauer, Executive Vice President/CIO
Desktop Seminar Registration
Chief Compliance Officers, IT Managers/Personnel, Internal Auditors, Legal Counsel and anyone working in the compliance area are encouraged to register for the conference by visiting http://www.nrs-inc.com/conf/desktop/conted.asp, via fax at (860) 435-0162 or by calling NRS directly at (860) 435-0200.
CPE Credits
Attendees can earn up to 2 CPE credit hours for participation in the seminar.
About LiveOffice
LiveOffice is a leading provider of software-as-a-service email archiving and Hosted Exchange 2007 solutions, with more than 9,000 clients and a 97-percent client-retention rate. Founded in 1998 and backed by leading private-equity firm Summit Partners, the company has more than 100 employees with deep experience in messaging, including executives and board members from Symantec, Microsoft, FrontBridge and Postini. For more information, call 800.374.2032 or visit www.liveoffice.com. Visit the LiveOffice Blog at http://blog.liveoffice.com.
LiveOffice and its logo are trademarks of LiveOffice LLC. All other company names and products may be trademarks of their respective companies.


