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All > Enhancing Compliance With StratiFi > Generate Form CRS for Regulation Best Interest (RegBI)

Generate Form CRS for Regulation Best Interest (RegBI)

1. Navigate To SettingsTemplates

Generate Form CRS for Regulation Best Interest (RegBI)

2. Click on Form CRS

Form CS

3. Customize any section

Customize any sections

4. Generate your Form CRS

Generate Crs