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Form CRS: Client Relationship SummaryBARROW, HANLEY, MAWHINNEY & STRAUSS, LLC June 26, 2020, Item 1. IntroductionForm CRS is a new requirement for SEC registered firms to provide a summary of key
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Form CRS (Customer Relationship Summary) is a document that investment advisers and broker-dealers must provide to retail investors to disclose important information about their services, fees, and conflicts of interest.
Investment advisers and broker-dealers that offer investment services to retail investors are required to file Form CRS.
To fill out Form CRS, firms must provide clear and concise information about their services, including types of investments offered, fees, investment strategies, and any potential conflicts of interest.
The purpose of Form CRS is to inform retail investors about the nature of their relationship with financial professionals, including critical information they need to make informed decisions about their investments.
Form CRS requires firms to report information about their services, fees, costs, conflicts of interest, discipline history, and the types of clients they serve.
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