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Form CRS is a standardized regulatory summary of services, fees, and conflicts of interest; the requirement to review it alongside Form ADV Part 2 signals layered regulatory disclosure obligations applicable to the customer.
Interpretive note: The excerpt contains an explicit directive ('Also review') for Form CRS Conversation Starters, and lists Form ADV Part 2 adjacently without a separate verb. The canonical claim captures both as the primary proposition. The word 'Also' implies prior context not present in the excerpt.
You are required to review Betterment's Form CRS Conversation Starters and Form ADV Part 2.
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prevent or detect violations of our Terms or fraud or abuse of Strava or its users; or (4) protect our operations or our property or other legal rights, including in connection with actual or potential litigation.
"Also review our Form CRS Conversation Starters. Form ADV Part 2Excerpt from Betterment's Terms of Use
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Form CRS is a standardized regulatory summary of services, fees, and conflicts of interest; the requirement to review it alongside Form ADV Part 2 signals layered regulatory disclosure obligations applicable to the customer.
You are required to review Betterment's Form CRS Conversation Starters and Form ADV Part 2.
ConductAtlas has identified this type of provision across 273 platforms. See the full comparison.
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