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STATEMENTS AND REPORTSWhat it is
CRM2 annual reports, explained.
Under Canada’s Client Relationship Model, Phase 2, clients receive an annual report on the charges and compensation they paid, and an investment performance report showing returns over time.
Key fields
What Intelligent Document Processing extracts
Client and accountReporting periodOperating chargesTransaction chargesTrailing commissionsAnnualized returnsChange in market value
How IDP works With FutureVault
How FutureVault handles CRM2 annual reports.
Delivered automaticallyEvery CRM2 annual reports lands in the right vault from your custodian or reporting system, with clients notified.
Every delivery loggedKnow who received and opened each CRM2 annual reports, ready for compliance.
Answers on demandVault Insights AI answers client and advisor questions from the CRM2 annual reports itself, with sources.
FAQ
CRM2 annual reports questions, answered.
When are CRM2 annual reports due?
Annually, covering the 12-month period, delivered with or shortly after the year-end statement.
Can FutureVault extract data from CRM2 annual reports?
Yes. Intelligent Document Processing reads CRM2 annual reports and captures fields such as client and account, reporting period, operating charges, with a confidence score on every field and human review for anything uncertain.
How does FutureVault handle CRM2 annual reports?
Every CRM2 annual reports lands in the right vault from your custodian or reporting system, with clients notified. Know who received and opened each CRM2 annual reports, ready for compliance.