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CAPE SECURITIES, INC., June 30, 2020,
Form Customer Relationship Summary (CRS)
Introduction
Cape Securities, Inc. (Cape) is registered with the Securities and Exchange Commission (SEC) and the
Financial
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Who needs form crs - cape?
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What is form crs - cape?
Form CRS - CAPE is a regulatory document that provides essential information about financial advisors and their services. It outlines the advisor's qualifications, the types of services offered, and the fees associated with those services.
Who is required to file form crs - cape?
Financial advisors and investment firms that are registered with the Securities and Exchange Commission (SEC) and those offering services to retail clients are required to file Form CRS - CAPE.
How to fill out form crs - cape?
To fill out Form CRS - CAPE, firms must provide information in a clear and concise manner, including sections for the firm's services, fees, conflicts of interest, and the firm's disciplinary history. It should be filled out according to SEC guidelines.
What is the purpose of form crs - cape?
The purpose of Form CRS - CAPE is to enhance transparency and assist retail investors in making informed decisions when choosing a financial advisor by providing key disclosures.
What information must be reported on form crs - cape?
Form CRS - CAPE must report information about the advisor's services, fees, potential conflicts of interest, disciplinary history, and how clients can obtain additional information.
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