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Add Latest CRS Delivery to the Know Your Client Tab

Please add an input field for Latest CRS Delivery date to the Know Your Client Tab, along with the Latest ADV Delivery and Latest Privacy Policy Delivery date inputs.

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Krista Adams shared this idea  ·   ·  Report…  ·  Admin →
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  • Heather commented  ·   ·  Report

    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.

  • Anonymous commented  ·   ·  Report

    Agreed. This is a separate required document and delivery frequency is different than the ADV itself

  • Anonymous commented  ·   ·  Report

    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.

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