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Form CRS (Client Relationship Summary), June 1, 2020, Raymond James & Associates, Inc. Raymond James & Associates, Inc. (Raymond James, we, us) is registered with the Securities and Exchange Commission
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The form helps the financial institution to gather relevant information about its clients to comply with regulatory requirements, such as the Common Reporting Standard (CRS) for the automatic exchange of financial account information.
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Form CRS (Client Relationship Summary) is a document that provides information about the services offered by investment advisors and broker-dealers to their clients, aimed at helping clients understand the firm's relationship with them.
Investment advisors and broker-dealers are required to file Form CRS with the Securities and Exchange Commission (SEC) and provide a copy to their retail clients.
To fill out Form CRS, firms must provide information about their services, fees, conflicts of interest, and the standard of conduct they adhere to, in a clear and concise manner.
The purpose of Form CRS is to enhance transparency, allowing clients to make informed decisions by clearly understanding the nature of their relationship with their financial service providers.
Form CRS must report information regarding the types of services offered, fees and costs, conflicts of interest, disciplinary history, and the firm's obligations to clients.
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