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JULY 30, 2020: FORM CRS (CLIENT RELATIONSHIP SUMMARY)
A SUMMARY OF YOUR ADVISORY RELATIONSHIP WITH THE RETIREMENT PLANNING SPECIALISTS, LLC
The Retirement Planning Specialists, LLC is registered with
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What is july 30 form crs?
The July 30 form CRS (Customer Relationship Summary) is a document that registered investment advisers and broker-dealers are required to provide to clients. It summarizes the relationship between the firm and the client, including services offered, fees, and potential conflicts of interest.
Who is required to file july 30 form crs?
Registered investment advisers and broker-dealers are required to file the July 30 form CRS with the Securities and Exchange Commission (SEC) and provide it to clients.
How to fill out july 30 form crs?
To fill out the July 30 form CRS, firms must provide clear and concise answers to specific questions about their services, fees, legal obligations, and handling of client accounts. Firms must tailor the form to reflect their specific practices and ensure it is easily understandable for clients.
What is the purpose of july 30 form crs?
The purpose of the July 30 form CRS is to provide clients with important information about the services offered by their financial professional, helping them make informed decisions about their investments.
What information must be reported on july 30 form crs?
The July 30 form CRS must report information such as the types of services offered, fees and costs, risks associated with investment, legal obligations of the firm, and how the firm is compensated.
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