SOURCE: LiveOffice Corp.

May 31, 2005 09:30 ET

LiveOffice Invites Investment Advisors and Broker-Dealers to Electronic Recordkeeping Seminar

NRS-Hosted, LiveOffice-Sponsored Seminar to Provide Comprehensive Overview of Recordkeeping Requirements for Email and Instant Messages

TORRANCE, CA -- (MARKET WIRE) -- May 31, 2005 -- LiveOffice Corporation (, the provider of the AdvisorMail ( product line(1), 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, 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 AdvisorMail

Currently in use at a range of financial services firms, from large, enterprise-size independent broker-dealers to investment advisory firms with a sole proprietor, AdvisorMail enables organizations of all sizes to electronically monitor, retain and archive thousands of emails, attachments and IMs in a secure location. Ensuring that firms meet all SEC, NASD and NYSE requirements, AdvisorMail, AdvisorMail Lite and AdvisorMail HF allow for the fast retrieval of these communications during audits, investigations or litigation. The AdvisorMail suite is also the only outsourced compliance product that can accommodate most existing email addresses or configurations, minimizing implementation disruptions to organizations' daily business activities and operations.

For more information, please visit or call 800-251-3863.

About LiveOffice Corp.

LiveOffice Corporation helps businesses nationwide kick office productivity into overdrive with its suite of Internet-based products. From email and instant message compliance applications to web, audio and video conferencing, LiveOffice makes it easy for organizations of any size to affordably equip their employees with the tools they need to communicate better and make quicker decisions. With LiveOffice's products, business professionals are just a password away from the most powerful and cost effective web-based productivity solutions available today.

Make Your Office a LiveOffice™ by calling 800-251-3863 or visiting

(1) LiveOffice's AdvisorMail product line includes AdvisorMail for broker-dealers with remote field offices, AdvisorMail Lite for investment advisory firms with 15 or fewer email addresses and AdvisorMailHF for hedge funds.

Contact Information

  • Contact:
    Amy Agnew
    Communications Manager
    LiveOffice Corporation
    Tel: 800-251-3863, ext. 148