Updated Sample Form: Advertising – Accessibility – Best Practices Checklist

November 18, 2021


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We have recently updated our Advertising – Accessibility – Best Practices Checklist to include additional examples of how to make an investment adviser’s website more accessible to individuals with disabilities. This sample form was initially released in July, in conjunction with our complimentary RIA Website Accessibility webinar.

This is a complimentary form, available to Annual Compliance Program Package clients to download through their online subscription accounts, and available a la carte through the following link:

Download Advertising – Accessibility – Best Practices Checklist

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General Disclosure

The information contained in this blog post is general in nature intended for educational purposes only and is not intended to be a comprehensive analysis of this topic. It is not intended to constitute compliance consulting advice or apply to any particular investment adviser firm’s specific situation. For more information, please see our Disclosures webpage.

Posted by RCC
Labels: Accessibility
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