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Reviewing product disclosures
Ask us a questionAs a financial organization, you most likely have a website. In addition, you are required by law to provide certain information to your customer. Both the information that you are required to provide to your customer and the non-mandatory information are subject to many legal requirements.
What we can do for you
Charco & Dique can help you assess the information provided to the client. For example, we can assess:
- whether mandatory disclosures, such as key investor information (ebi) or essential information document (eid), meet the legal requirements;
- whether an advertising campaign meets the legal requirements;
- whether all mandatory information is included on the website;
- whether your website meets the legal requirements.