Brookfield Compliance

Practical Compliance Support for Financial Firms

Why Choose Brookfield Compliance

Experienced Compliance Guidance

Our team understands the regulatory expectations facing financial firms and provides practical assistance based on real-world compliance experience.

Customized Compliance Support

Every firm has different regulatory obligations. We provide customized support based on your firm’s business model, requirements, and compliance needs.

Responsive Client Service

We provide direct communication and timely assistance when compliance questions arise.

Practical Compliance Solutions

Our recommendations are designed to help firms understand requirements, address compliance matters, and maintain appropriate documentation.

Regulatory Filings & Registration

We assist firms with registration requirements and regulatory filings, including SEC Form ADV amendments, state filings, and other required submissions to help maintain compliance with applicable regulations.

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Our Compliance Services

Brookfield Compliance provides support across key areas of regulatory compliance, including:

Compliance Programs & Reviews

We help firms develop and maintain compliance policies and procedures, Code of Ethics, annual compliance reviews, risk assessments, and testing of compliance programs.

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Regulatory Examination Support

We assist firms with regulatory examinations through preparation support, document reviews, compliance evaluations, and guidance throughout the examination process.

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Contact Brookfield Compliance

Have questions about your compliance program?

Contact Brookfield Compliance to discuss your regulatory needs and learn how we can support your firm.