SEC Disclosure Tool (Form CRS) Helps Attorneys With Their Due Diligence When Referring a Financial Adviser to a Client

01/11/2024 to 04/11/2024

Rating: 96.98%
Views: 400
Comments: 
-Excellent course important information.

SEC Disclosure Tool (Form CRS) Helps Attorneys With Their Due Diligence When Referring a Financial Adviser to a Client

10/11/2023 to 01/11/2024

Rating: 96.79%
Views: 377
Comments:
-A wealth of information is in this presentation.
-Thank you for a well prepared course.
-Very clear materials and presentation. Helpful.

SEC Disclosure Tool (Form CRS) Helps Attorneys With Their Due Diligence When Referring a Financial Adviser to a Client

07/11/2023 to 10/11/2023

Rating: 96.9%
Views: 358
Comments:
- Utter perfection. Concise, actionable, and informative. All presentations on this platform should be measured against this one.

SEC Disclosure Tool (Form CRS) Helps Attorneys With Their Due Diligence When Referring a Financial Adviser to a Client

04/11/2023 to 07/11/2023

Rating: 97.23%
Views: 328
Comments:
- important information 

SEC Disclosure Tool (Form CRS) Helps Attorneys With Their Due Diligence When Referring a Financial Adviser to a Client

01/11/2023 to 04/11/2023

Rating: 97.92%
Views: 243
Comments:
- i find this information highly useful for my personal use in considering doing business with financial institutions. 

SEC Disclosure Tool (Form CRS) Helps Attorneys With Their Due Diligence When Referring a Financial Adviser to a Client

10/11/2022 to 01/11/2023

Rating: 99.22%
Views: 129
Comments:
- very informative
- BROUGHT INTO FOCUS ISSUES I HAD NOT THOUGHT ABOUT