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The CRS Designation The CRS Designation, awarded by the Council of Residential Specialists is the highest professional designation awarded to agents in the residential sales field. International Requirements
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Form CRS is a document provided to retail investors by investment advisers.
Investment advisers registered with the Securities and Exchange Commission (SEC) are required to file Form CRS.
Form CRS must be completed by providing information about the investment adviser's services, fees, conflicts of interest, and disciplinary history.
The purpose of Form CRS is to provide retail investors with easily accessible information about their relationship with an investment adviser.
Form CRS must include information about services offered, fees charged, conflicts of interest, disciplinary history, and contact information.
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