First Name *

Last Name *

Phone *

Email *

Your firm or practice name

What kind of material is it? *

Name of the material *

Who will see it? *

Where and how will it be used? *

When do you plan to first use it?

Link to the material (if it lives online). Make sure Compliance can open it.

Notes for Compliance

Is this new, a resubmission, or an answer to a question from Compliance? *

Due diligence attestation *

I have done my own due diligence on this material, including my own compliance review (a second set of eyes and/or an AI review), and I have made the recommended updates and changes before sending it to Zoop Alpha Compliance.

Upload the material (up to 5 files)

Your CRD number (optional)