As she informed her staff, Harvest “must review each account on an annual basis to determine whether PlusAccount status remains appropriate.”
When we should review IPS? Semi Annually or Quarterly?
Annual review is fine for that
Annual review is reasonable unless business or other reasons, such as a major change in market conditions, dictate more frequent review.
p.107 (or p121 of the pdf)
She should have said that Harvest must review each account annually.
Get rid of this “on a <fill-in-your-favorite-adjective> basis” garbage.