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CLIENT ANALYSIS STATEMENT 0287 0000 0076851 4020. JANUARY 2016RELATIONSHIP SUMMARYWELLS FARGO BANK, N.A. HIGHLAND CITY P.O. BOX 6995Officer:MANNING, MICHELE PORTLAND, OR 972286995Phone No.:3343093871CITY

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How to fill out relationship summary

01

To fill out relationship summary, follow these steps:

02

Start by gathering all the necessary information about your relationships.

03

Identify the key details of each relationship, such as the person's name, their role in your life, and the nature of the relationship.

04

Create a table or a list to organize the information in a clear and concise manner.

05

For each relationship, write a brief summary that includes the essential aspects of the relationship.

06

Include any important dates or events related to the relationship.

07

Double-check the accuracy and completeness of the information you have provided.

08

Once you are satisfied with the content, format the relationship summary in a visually appealing way.

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Review the relationship summary to ensure it effectively communicates the desired information.

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Save the relationship summary in a secure location for future reference.

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Update the relationship summary whenever there are significant changes in your relationships.

Who needs relationship summary?

01

Relationship summary can be helpful for various individuals including:

02

- Individuals who want to have a clear overview of their relationships and the people involved in their lives.

03

- Professionals who need to maintain a record of their clients, contacts, or network connections.

04

- Business owners or managers who want to keep track of their key stakeholders, partners, or customers.

05

- Researchers or analysts who require a comprehensive understanding of the social connections within a specific context.

06

- Individuals who are organizing events or gatherings and need to manage the attendees and their relationships.

07

- Individuals who are involved in legal or administrative processes and need to provide a summary of their relationships.

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What is relationship summary?

Relationship summary is a document that provides key information about the relationship between a financial professional and a retail investor.

Who is required to file relationship summary?

Financial professionals such as investment advisers and broker-dealers are required to file relationship summaries.

How to fill out relationship summary?

Relationship summaries can be filled out by including information such as the services offered, fees charged, conflicts of interest, and disciplinary history.

What is the purpose of relationship summary?

The purpose of relationship summary is to help retail investors make informed decisions about their relationships with financial professionals.

What information must be reported on relationship summary?

Information such as services offered, fees charged, conflicts of interest, and disciplinary history must be reported on relationship summaries.

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