Edit Disclosure

Base Template

Jurisdictional Template

A Disclosure Letter applies to the Product Type you select above for any Clients you assign.
This template must contain the [JURISDICTIONAL DISCLOSURES] tag in the body of the disclosure editor below so the system will know where to insert any jurisdictional disclosures.

This template will be inserted into the client's disclosure letter where the [JURISDICTIONAL DISCLOSURES] tag is inserted for the Jurisdictions you select below.

Don't know where to start? Click here to get started with an example template

Uploaded documents will be attached at the end of all other disclosures and will not be inserted inline

Drag and drop or click here

to upload your disclosure attachment

Maximum file size: 5mb
Supported image formats: .pdf, .docx

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Last edited by: {username} on { edited date / time }