In an effort to provide the best possible customer service, Marc J. Lane & Company will provide you with a copy of your account record within 30 days of opening an account and then, at least, every 36 months thereafter.
Should you find that any of the information needs to be updated or corrected, please advise us of the necessary changes.
Furthermore, in order to better provide for your needs, we ask that you please advise us of any changes in your financial condition or investment objectives as soon as they occur.
Should you have a concern or complaint, or would like to advise us of any account information which requires updating and/or amending, you may contact us via:
Telephone: (312) 372-5000
Facsimile: (312) 346-1040
E-mail: mlane@marcjlane.com
U.S. Mail:
Marc J. Lane & Company
70 W. Madison Street
Suite 2050
Chicago, IL 60602-4256