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Customer Relationship Summary 1. Introduction Firs trade Securities Inc. (Firs trade or We) is registered with the Securities and Exchange Commission (SEC) as a broker dealer and is a member of the
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Step 1: Start by understanding the purpose and importance of the customer relationship summary.
02
Step 2: Gather all the necessary information and documents related to your company's products and services.
03
Step 3: Provide a clear and concise description of your company's business model and how it operates.
04
Step 4: Include details about the fees, charges, and costs associated with your products and services.
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Step 5: Add information about the risks and potential conflicts of interest that may arise.
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Step 6: Clearly explain the types of services and products you offer to your customers.
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Step 7: Provide contact information for customers to reach out with any questions or concerns.
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Step 8: Review and proofread the customer relationship summary to ensure accuracy and clarity.
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Step 9: Distribute the customer relationship summary to all relevant customers, either in physical or electronic form.
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Step 10: Update the customer relationship summary as required, ensuring it reflects any changes in your business operations or offerings.

Who needs customer relationship summary?

01
Anyone who is a customer or potential customer of a financial service provider.
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Financial institutions, such as banks, credit unions, investment firms, insurance companies, etc.
03
Regulatory bodies and government agencies who oversee the financial industry.
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Consumer advocacy groups and organizations that focus on consumer rights and protection.
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Customer relationship summary is a document that provides key information about the relationship between a financial firm and its retail customers.
Financial firms are required to file customer relationship summary.
Customer relationship summary can be filled out by providing relevant information about the financial firm's services, fees, and key policies.
The purpose of customer relationship summary is to ensure that retail customers have clear and concise information about the services provided by financial firms.
The customer relationship summary must include information about the firm's services, fees, costs, conflicts of interest, and disciplinary history.
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