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Customer Relationship Summary 1. Introduction Firs trade Securities Inc. (Firs trade or We) is registered with the Securities and Exchange Commission (SEC) as a broker dealer and is a member of the

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How to fill out customer relationship summary

01

Start by gathering all the necessary information about your company and its services.

02

Clearly explain the key features and risks associated with your services.

03

Include information about fees and costs that the customer may incur.

04

Provide details on how to contact your company and access customer support.

05

Make sure to include any additional disclosures or legal information required by regulations.

06

Present the customer relationship summary in a clear and easy-to-understand format.

07

Review and revise the summary periodically to ensure it remains accurate and up to date.

Who needs customer relationship summary?

01

Any company or financial institution that provides services to clients or customers and falls under the regulatory requirements of providing a customer relationship summary.

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What is customer relationship summary?

A customer relationship summary is a document that provides key information about a financial advisor's services, fees, and conflicts of interest to help clients make informed decisions.

Who is required to file customer relationship summary?

Investment advisers and broker-dealers are required to file a customer relationship summary.

How to fill out customer relationship summary?

To fill out a customer relationship summary, firms should gather necessary information about their services, fees, disciplinary history, and other required disclosures and complete the specified format outlined by the regulatory body.

What is the purpose of customer relationship summary?

The purpose of the customer relationship summary is to provide clients with clear, concise, and essential information about an advisor's services and conflicts to facilitate informed decision-making.

What information must be reported on customer relationship summary?

The customer relationship summary must include information about the firm, services offered, fees and costs, disciplinary history, conflicts of interest, and the standard of conduct governing the services.

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