The page also includes links to IAA webinars, recordings and member briefings focused on the new rules. The next webinar will focus on Form CRS (Customer Relationship Summary) for advisors on July 19.
The group has also created a Form CRS Implementation Group for its members to help them in the development of their forms and address related issues. Those interested in joining the group should contact IAA Associate General Counsel Sanjay Lamba at [email protected].