Trust Plans Compliance
| MVI works exclusively with Trust Plans. While these Trust Plans file all appropriate regulatory information and follow audit procedures, MVI is not at liberty to use their names as advertising for the firm. Upon request of a potential client or in the formation of consulting agreement, MVI will be glad to approach any clients which share a commonality with potential client for the purposes of a referral. MVI does not share private or public Trust information without their permission to do so. This will apply to a consulting or other type of engagement.
MVI regards their clients’ information as private to the Trust. This, of course, includes PHI (Protected Health Information), PPACA and HIPAA information. Readily available information can be obtained through State and Federal Agencies such as the Department of Labor M-1 filings, SAR and 5500 filings.. Compliance Assistance:
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