Reg BI
The BI Dates - appreciate the fields but needs to have some additional features and capabilities.
The Report - Fiduciary Client Summary includes this information, however this specific field is not searchable. The effective date was 7/1/2020 - having the ability to filter by date of even accounts opened would be great, but CRS date Sent and Signed is NOT searchable so you have to pull the existing report export to Excel than do a Data Sort because of all the additional fields that are imported.
Even though the BIA was not required to be signed by the client it seems in OUR best interest and that of our compliance we need to track the dates for this as well and if it was NOT sent prior to the discussion we need to have a date signed as well.
Neither of these fields are available in the advanced search either so you have no options to pull this information although you provided us a place to put the date. Please enhance.