Disclosing your financial relationships should use the same process – every time.
Gone are hours spent gathering financial information for disclosures, just to re-enter the same details multiple times in a year. No more starting from scratch every time you need to submit a new disclosure to an organization.
Instead, disclose all your financial interests from a single place, thanks to Convey®.
How Convey Works
Convey has an easy 4-step disclosure process.