Legal Text for Disclosures on Self Registration Links and Discovery Process

An explanation of the process of adding legal text to self registration links and the discovery process.

During the Self Registration Process, participants complete the discovery process and provide their name and email address. To ensure transparency and compliance with legal requirements, it may be necessary for your firm to include disclosures and legal text on the self registration pages. This article provides guidance on how to add legal text to self registration links and explains the details of this feature.

Adding Legal Text to Participant Pages:

When utilizing self registration links, it is possible to include legal text to enhance the participant experience and provide necessary information. The legal text can be added to the self registration page and will be displayed to users during the registration process. This enables you to convey important disclosures and terms that participants should be aware of before proceeding.

Key Features and Limitations:

  1. Maximum Character Limit: The self registration page allows a maximum of 1,000 characters for the inclusion of legal text. This character limit ensures that the provided information remains concise and easily readable by participants.

  2. Special Characters: The self registration page supports the use of special characters. You can include symbols, punctuation marks, and other special characters as necessary for clarity or legal requirements. However, please note that excessively complex or uncommon special characters may not render correctly on all devices or browsers, so it is advisable to use widely supported special characters.

Visibility and Placement:
Once the legal text is saved, it will appear on the pages of the participant process in the footer. This placement ensures that participants encounter the disclosures and legal information at an early stage of the registration process, providing them with the necessary details.

Below is an example of how legal text appears on the participant pages (see highlighted portion below). Participants see a preview of the legal text with the option to view it all by clicking on "Read More" 

Important Considerations:
When adding legal text to self registration pages, it is crucial to ensure that the provided information is accurate, clear, and compliant with relevant laws and regulations. Here are some key points to consider:

  1. Accuracy and Completeness: Ensure that the legal text accurately reflects the platform's policies, terms, and disclosures. Review the content carefully to avoid any ambiguities or inconsistencies.

  2. Legal Compliance: Verify that the legal text complies with applicable laws, regulations, and industry standards. This may include requirements related to data protection, privacy, intellectual property, user rights, and any other relevant legal aspects.

  3. Accessibility: Strive to make the legal text accessible to all participants. Use clear language, consider including translations or alternative formats if applicable, and ensure that the text is easily readable on different devices and screen sizes.

  4. Updates and Amendments: Regularly review and update the legal text to reflect any changes in policies, terms, or legal requirements. Notify participants of significant changes and provide them with an opportunity to review and accept the updated terms.

Including legal text on self registration links and the discovery process is an effective way to inform participants about important disclosures and terms. By following the guidelines provided and considering the key considerations mentioned above, platform operators can ensure transparency, compliance, and a positive participant experience during the registration process.


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