Add Latest CRS Delivery to the Know Your Client Tab
Yes! Please add "Lastest Form CRS Offering" to the Written Agreements Review box under Know Your Client. It needs to be added by 6/30/20. Thanks.
Agreed. This is a separate required document and delivery frequency is different than the ADV itself
Agreed. this would be the appropriate place as it is a separate delivery requirement and may be needed to deliver more frequently than the ADV itself.