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June 21, 2020Relationship Summary (Form CRS) Item 1 Introduction Statement Financial, LLC (we or us) is registered with the Securities Exchange Commission (SEC) as an investment adviser. Our services
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Begin by obtaining a copy of the relationship summary form CRS from the relevant authority or institution.
02
Read the instructions and guidelines provided with the form carefully to ensure you understand the requirements and provide accurate information.
03
Start by filling out your personal details such as your name, address, and contact information.
04
Provide information about your relationship with the financial institution or advisor, including the type of services provided and any fees or charges associated with them.
05
If you have any conflicts of interest or potential risks associated with the relationship, disclose them in a clear and transparent manner.
06
Answer any additional questions on the form honestly and accurately, providing necessary supporting documentation if required.
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Review the completed form for any errors or omissions before submitting it to the appropriate authority or institution.
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Keep a copy of the filled-out relationship summary form CRS for your records.

Who needs relationship summary form crs?

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Anyone who engages with a financial institution or advisor and seeks to have a clear understanding of their relationship and the services provided should fill out the relationship summary form CRS.
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It is mandated by regulatory authorities to promote transparency and help individuals make informed decisions about financial products and services.
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The Relationship Summary Form CRS is a document that provides a summary of the relationship between the financial advisor and the client, outlining the services offered, fees, and potential conflicts of interest.
Financial institutions, such as registered investment advisers and broker-dealers, are required to file the Relationship Summary Form CRS.
To fill out the Relationship Summary Form CRS, financial firms need to provide specific information regarding their services, fees, and conflicts, formatted according to the guidelines provided by the SEC.
The purpose of the Relationship Summary Form CRS is to aid investors in understanding the financial firm’s services and to facilitate informed decision-making regarding investment advice.
The form must report information including the types of services offered, fees and costs associated with those services, investment risks, and any conflicts of interest.
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