Broker Dealers and RIAs must
Deliver a Customer Relationship Summary
to EVERY Retail Client
call now 303-356-5962
Given the detail Firms must follow to produce the CRS and at the same time while BDs are complying with Reg BI - the last thing they need is to
send these documents
or faulty addresses!
We can help you send the CRS to only valid addresses.
Avoid expensive rework and re-mailing:
with USPS Validation
C5 has done extensive work to provide data cleanup services and we have a unique opportunity to validate your existing database with the USPS at a great price!