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Form CRS Implementation Group

The Form CRS Implementation Group gives IAA members an opportunity to share interpretive and operational questions regarding implementation of recent amendments to Form ADV. New Part 3 of Form ADV requires that a relationship summary be delivered to new and existing retail investors as of June 2020. Members also help the IAA develop requests for SEC guidance or clarification, as needed.

Meeting Frequency:  Periodic conference calls

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IAA Staff Liaison

Sanjay Lamba
Associate General Counsel

We encourage all members to participate in our Committees, Working Groups, and Forums.

To join the Form CRS Implementation Group or its online community on the IAA Exchange, please contact iaaservices@investmentadviser.org or call (202) 293-4222.

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