Five best practices for Total Cost Reporting (CRM3)
Confidently navigate fee transparency conversations.
Speak to your clients early.
Look at CRM3 from the client’s perspective.
Turn transparency into value.
Turn CRM3 into an opportunity.
Integrate CRM3 into your annual review process.
Prepare for CRM3 conversations with clients.
Access the Client Conversation Guide, featuring common client questions and suggested responses to help you navigate discussions with confidence.
Understanding fee transparency together
The Building Blocks of FER
Explains how FER (MER + TER) gives investors a complete picture of fund costs.
Educate clients on complex topics using plain-talk materials.
CRM Evolution
Traces the evolution of Client Relationship Management (CRM) requirements over time.
TCR mockup report (Sample statement reporting)
Sample statement showing what upcoming reporting changes could look like for clients.
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