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REGULATORY DISCLOSURESWhat it is
The Form CRS, explained.
A short summary of a firm’s services, fees, conflicts of interest and disciplinary history, required for retail investors.
Key fields
What Intelligent Document Processing extracts
Firm nameServices offeredFees and costsConflicts of interestDisciplinary historyDate
How IDP works With FutureVault
How FutureVault handles the Form CRS.
Delivered at the right momentDeliver the Form CRS at account opening and whenever it changes.
Proof of deliveryEvery delivery and view is recorded, ready for examiners.
Full version historyEvery version is retained with its effective date.
FAQ
Form CRS questions, answered.
When is the Form CRS due?
At or before the start of the relationship, and again when it materially changes.
Can FutureVault extract data from the Form CRS?
Yes. Intelligent Document Processing reads the Form CRS and captures fields such as firm name, services offered, fees and costs, with a confidence score on every field and human review for anything uncertain.
How does FutureVault handle the Form CRS?
Deliver the Form CRS at account opening and whenever it changes. Every delivery and view is recorded, ready for examiners.