The Ultimate Guide to Form CRS & Sneak Peek at the Market’s First Solution

The Ultimate Guide to Form CRS & Sneak Peek at the Market’s First Solution

Investment advisers and broker-dealers are required to file Form CRS with the SEC or FINRA by June 30, 2020. For compliance teams, meeting this regulatory obligation can be cumbersome and time-consuming; the final rule alone is over 500 pages.

CSS has been on the front lines of the topic through educational offerings as well as our new technology solution. Sign up for our upcoming webinar to learn more about how to efficiently prepare for this important task.

Our presenters, CSS consulting team co-executive directors Jackie Hallihan and Keith Marks, will take attendees through the form, as well as a quick demo of our new Form CRS Automator, a tool designed to save compliance teams valuable time while guaranteeing consistency with existing regulatory filings.


Fill in & submit the form below to download this ComplianceCast™.