See also:

Time to get familiar with ESG V16

Town Hall meetings kick off ESG V16

ESG V16 to benefit intermediaries

Are you ready for new mandatory standards in 2005?

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On March 14th, a number of additions to the ESG Helpfile V16 were published as V16.1. The details have been posted to the "What's New" section of the Helpfile.

The bulk of V16.1 is focused on transfers; a grid-format summary of transfers processing rules, as well as clearer rules for items such as copying distribution instructions and demographic information, are just a few of the changes. Make sure to see "What's New" for all the transfers updates.

Changes to other items in the Helpfile have also been included in V16.1, including non-financial messaging, particularly account lookup procedures for intermediary messages and batch processing for advisor NFUs. Make sure to see "What's New" for all the details, including the exact changes to FundSERV and Schema edits.

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