Public booking pages for financial advisors often require disclosure language to meet regulatory and compliance requirements. Because a scheduling page can be considered a form of marketing or client communication, regulators such as the U.S. Securities and Exchange Commission and Financial Industry Regulatory Authority may require advisors to clearly identify their firm, include appropriate disclaimers, and avoid misleading statements. Disclosures help ensure transparency for prospects by clarifying the advisor’s affiliations, the nature of the meeting, and any limitations on the information being provided, while also helping firms stay aligned with internal compliance policies.
GReminders ships with a Disclosure field out of the box. Simply go to Setup > General and enter your typical Disclosure language
All your public booking pages will contain this disclosure.
This applies to ALL users in your Organization.
Note if you want to use User specific language, in other words if you want to include the Advisor’s Name or CRD Number (via Custom Fields) you can use Company or User Fields/Variables in this field.
That’s It.
Any questions? Email to [email protected]
FAQs
Why do financial advisors need disclosure language on their public booking pages?
Disclosure language is required to meet regulatory and compliance requirements, ensuring transparency for prospects by clarifying the advisor’s affiliations, the nature of the meeting, and any limitations on the information provided. It also helps firms stay aligned with internal compliance policies.
How can I add disclosure language to my GReminders public booking pages?
You can add disclosure language by going to Setup > General in GReminders and entering your typical disclosure language in the Disclosure field. This will apply to all public booking pages for all users in your organization.
Can I customize disclosure language for individual advisors in GReminders?
Yes, you can use Company or User Fields/Variables in the Disclosure field to include user-specific information such as the advisor's name or CRD number.