T464 · WealthTech · Cat-27

Form CRS Generator

Generate a Form CRS (Customer Relationship Summary) using SEC-prescribed headings and verbatim conversation-starter questions. Checks format compliance: page-length estimate vs. the SEC's 2-page limit (BD/IA) or 4-page limit (dual registrant). The Reg BI disclosure artifact required for every retail investor engagement.1

T464 · v1.0 Form CRS · Reg BI · 17 CFR 240.15l-1 BD · IA · Dual Registrant Client-side · Zero PII
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Firm Details
Fee Model
Services Offered (one per line)
Material Conflicts of Interest (one per line)

Form CRS must disclose how the firm makes money and what conflicts of interest it has. Enter each material conflict on a separate line.2

SEC-Prescribed Conversation Starters3
Regulatory citations:
1. SEC Release No. 34-86032 (June 5, 2019): Form CRS Relationship Summary; Exchange Act Rule 17a-14; IA Act Rule 204-5.
2. Form CRS headings and required content: SEC "Form CRS Relationship Summary: Instructions for Broker-Dealers and Investment Advisers" (June 2019).
3. Conversation starters: SEC prescribed questions per Form CRS General Instructions §E (Relationship Summary: Questions to Ask Your Financial Professional).