We are providing a way for advisors to submit their Form CRS material for review and comments by other advisors. Also, separately, we are posting additional guidance offered from other sources. Below, as an example is guidance from the Investment Advisers Association.
Each of these pages is password-protected to maintain privacy during the review process. The password will be provided to advisors who are part of the Real Fiduciary™ Affirmation Program.
Charleston Financial Advisors, LLC
Institute for the Fiduciary Standard
Additional Guidance Documents
Investment Adviser Association Form CRS Disclosure Checklist