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2687 44th Street SW Kentwood, MI 49512 800.257.4757 regalia. Customer Relationship Summary (Form CRS) Item 1. Introduction June 29, 2020Regal Investment Advisors, LLC is an SEC Registered Investment
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To fill out the customer relationship summary form, follow these steps:
02
Start by entering your personal information, including your name, address, and contact information.
03
Indicate the type of account you have with the company, such as brokerage, advisory, or insurance.
04
Provide details about the company's services and fees, including any minimum account requirements.
05
Specify the types of investments the company offers and indicate any risks associated with them.
06
Disclose any conflicts of interest the company may have, such as receiving commissions for certain products.
07
Explain the process for resolving complaints or disputes with the company.
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Finally, review the form for accuracy and completeness before submitting it.

Who needs customer relationship summary form?

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The customer relationship summary form is typically needed by individuals who are considering opening an account with a financial institution or investment company.
02
This form provides important information about the company's services, fees, and potential conflicts of interest, allowing prospective customers to make informed decisions about their investments.
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The Customer Relationship Summary Form, often referred to as Form CRS, is a document that financial firms provide to clients to summarize their relationship with the firm, including services offered, fees charged, and the nature of the firm's relationship with the client.
Registered investment advisers and broker-dealers are required to file the Customer Relationship Summary Form as part of their compliance obligations under regulatory standards.
To fill out the Customer Relationship Summary Form, firms must provide clear and concise information about their services, the types of fees clients may incur, any conflicts of interest, and the fiduciary standards they adhere to. Firms typically use a standard template provided by regulators.
The purpose of the Customer Relationship Summary Form is to enhance transparency and help clients make informed decisions regarding their financial services by clearly outlining important information about the provider's offerings and responsibilities.
The Customer Relationship Summary Form must include information about the types of services provided, fees and costs, conflicts of interest, disciplinary history, and the process for clients to contact the firm with questions.
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