reg-bi
form-crs
suitability
us
wealth
broker-dealer
investment-adviser
disclosure
sec
compliance

Form CRS Generator

Generate a Form CRS (Customer Relationship Summary) using SEC-prescribed headings and verbatim conversation-starter questions. Checks format compliance (estimated page count vs. SEC 2-page limit for BD/IA, 4-page limit for dual registrants). The Reg BI disclosure artifact required before or at the time of every retail investor recommendation. Markdown export IS the deliverable. Client-side. Works offline. Zero PII.

Tool URL: https://ainumbers.co/tools/464-form-crs-generator.html AP2/Policy Mandate export: yes

post/v1/tools/form_crs_generator

Request

  • Base URL: https://ainumbers.co
  • URL: https://ainumbers.co/v1/tools/form_crs_generator
  • Auth: none declared

Request body

firm_type'broker_dealer' | 'investment_adviser' | 'dual_registrant' required

Type of registered firm

fee_model'commission' | 'aum_fee' | 'wrap_fee' | 'hourly' | 'flat' | 'mixed' required

Primary fee model

services_offeredstring[]

List of investment services offered to retail investors

account_minimumsstring

Account minimum requirements

monitoring_offeredboolean

True if ongoing account monitoring is offered

discretionary_authorityboolean

True if the firm exercises discretionary authority

material_conflictsstring[]

List of material conflicts of interest to disclose

disciplinary_historyboolean

True if the firm or its professionals have legal or disciplinary history

Response

Successful tool execution result

format_okboolean
estimated_pagesnumber
max_pagesinteger
conversation_startersstring[]

Changes

No recorded changes to this operation across all 1 revision of this API.