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FORM CRS: RELATIONSHIP SUMMARY (Part 3 of Form ADV) AKA CAPITAL MANAGEMENT, INC. 8551 W Sunrise Blvd, Ste 102A, Plantation, FL 33322 Phone: 954 476 7011 Fax: 954 476 7014 https://www.akarcapital.com/ emil@akarcapital.com This
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Start by obtaining the CRS Relationship Summary form from the relevant financial institution.
02
Read the instructions and guidelines provided with the form carefully to ensure accurate and complete filling.
03
Begin by filling in your personal information, including your full name, address, contact details, and any other required identification details.
04
Provide information about your current financial situation, including your sources of income, assets, liabilities, and any existing relationships with other financial institutions.
05
If applicable, disclose any beneficial ownership or controlling person information as mandated by the form.
06
Review the completed form for accuracy and make any necessary corrections.
07
Sign and date the form to certify the information provided is true and accurate.
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Submit the filled-out form to the relevant financial institution as instructed.
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Keep a copy of the filled-out form for your records.

Who needs form crs relationship summary?

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The form CRS Relationship Summary is typically required by individuals or organizations who are establishing a new financial relationship with a financial institution. This includes individuals opening bank accounts, applying for loans, seeking financial advice or investment services, and engaging in other similar activities.
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Form CRS Relationship Summary is a document that registered investment advisers and broker-dealers must provide to retail investors. It summarizes important information about the firm's services, fees, conflicts of interest, and disciplinary history.
Registered investment advisers and broker-dealers are required to file Form CRS Relationship Summary.
Form CRS Relationship Summary can be filled out by providing accurate information about the firm's services, fees, conflicts of interest, and disciplinary history in a concise and easy-to-understand manner.
The purpose of Form CRS Relationship Summary is to provide retail investors with important information about the firm to help them make informed decisions about their investments.
Form CRS Relationship Summary must include information about the firm's services, fees, conflicts of interest, disciplinary history, and other important disclosures.
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