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REGULATORY DISCLOSURESWhat it is
The relationship disclosure, explained.
Explains the relationship a client is entering, including the products and services offered, costs, conflicts of interest and how the firm handles complaints.
Key fields
What Intelligent Document Processing extracts
Firm nameProducts and servicesCosts and feesConflicts of interestComplaint processDate
How IDP works With FutureVault
How FutureVault handles the relationship disclosure.
Delivered at the right momentDeliver the Relationship disclosure 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
Relationship disclosure questions, answered.
When is the relationship disclosure due?
At account opening, before services are provided, and when it significantly changes.
Can FutureVault extract data from the relationship disclosure?
Yes. Intelligent Document Processing reads the relationship disclosure and captures fields such as firm name, products and services, costs and fees, with a confidence score on every field and human review for anything uncertain.
How does FutureVault handle the relationship disclosure?
Deliver the relationship disclosure at account opening and whenever it changes. Every delivery and view is recorded, ready for examiners.