What CRM3 Means for Canadian Advisors and Their Fee Conversations
A post looking at how CRM3 will change the way fees are disclosed and how advisors can prepare for these conversations
Read now 8 min read #kyp #know-your-product
The Konsyra Blog
Insights for investment professionals
Field notes on KYP workflows, AI-assisted research, compliance, and the modern investment desk.
#canadian-financial-advisors
The Documentation Gap: Cost, Alternatives and the Evidence Problem
The file usually fails on proof, not intention.
Read now 5 min read #kyp #know-your-product
When KYC Breaks Suitability
Suitability problems often look like product problems. Sometimes they are. But often the weakness began earlier, in the client file.
Read now 5 min read #kyp #know-your-product
After Approval: The Quiet Work of Ongoing KYP Monitoring
The most dangerous moment in a KYP process may be the moment everyone feels finished.
Read now 5 min read #kyp #know-your-product
Before You Recommend It: What Good Upfront KYP Actually Looks Like
A product can be approved and still be misunderstood.
Read now 5 min read #kyp #know-your-product
KYP in the Real World for Canadian Advisors
Regulators have a funny habit of taking obvious ideas and turning them into paperwork problems.
Read now 6 min read #kyp #know-your-product