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Business people working on financial documents

Client briefing: Canadian Standard for Related Services (CSRS) 4460

Help your client understand what they need to know and do when they receive third-party requests to provide supplementary information.

This Client Briefing for Practitioners helps you explain to your clients what's involved when they receive a request from a regulator, funder or other third party for a report on supplementary matters. It assists you in your discussions with your client and in their discussions with the third party requesting the report.

Topics include:

  • what a supplementary matter is
  • what has to be done
  • the amount of work required and costs involved