Instructions for filling out the form: 
As you fill in your organizational profile, you will be asked to share with us at least one document that demonstrate your client protection practices. The documents we consider valid are the following, and should have been completed in the last 2 years:
Please use this link to share these documents. If you do not have documents to share today, please complete one of these assessments and share them with us any time in the next six months. Your profile will still be listed on our website during that period.