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Navigating the 'Good Faith Effort' Standard for Reg BI and Form CRS Implementation
Wilmer Hale 
[Guidance Overview] May 13, 2020 "The SEC's initial Form CRS examination program will, among other things, (i) review whether the firm has filed the Form CRS with the SEC, (ii) evaluate the firm's process for delivering the CRS to existing and new retail investors, and (iii) assess whether the Form CRS includes all the required information and is formatted in accordance with the instructions." MORE >> |
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