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Disclosures

The full disclosure set, including the entity structure and how the platform is compensated.

Requires counsel
  • Entity disclosure: which affiliate conducts which activity, and which registrations each holds
  • Compensation: issuer fees, investor fees, and securities taken as compensation
  • Conflicts of interest, including the fact that the platform is paid partly in issuer securities it also scores
  • TRL assessment disclosure: not a recommendation, not a credit rating
  • Form CRS, once a registration exists to require one