Jinyan Li - Client Services, Associate

Jinyan Li is an associate on the Client Services team at Qontigo.

Most recent articles by Jinyan Li

N-PORT Requirements for Small Entities: Time to Start Filing is Near

In June 2018, the SEC began to require large registered investment companies to report their monthly position holdings under Form N-PORT. It’s time for smaller companies to follow suit.

Posted 02.07.20 Jinyan Li