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FORM CRS RELATIONSHIP SUMMARY EPSTEIN & WHITE FINANCIAL LLC dated June 30, 2020, Epstein & White Financial LLC (E&W, Firm, we, our, or us) is an investment adviser registered with the Securities and

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How to fill out form crs relationship summary

01

To fill out Form CRS Relationship Summary, follow these steps:

02

Start by providing your firm's name and any other names you use.

03

Next, indicate the date on which you first provided this relationship summary to a retail investor.

04

Provide a brief description of your firm's relationships and services.

05

Explain the standard of conduct that applies to your firm and any associated persons.

06

Disclose any disciplinary history of your firm or its employees.

07

Describe the fees and costs your clients may incur.

08

Explain the conflicts of interest that exist in your firm's business.

09

Provide information on how to obtain additional information about your firm.

10

Finally, sign and date the relationship summary.

11

Make sure to review the completed form for accuracy and completeness before providing it to clients.

Who needs form crs relationship summary?

01

Form CRS Relationship Summary is required for firms registered as investment advisers with the U.S. Securities and Exchange Commission (SEC).

02

It must be provided to retail investors and is designed to help them make informed decisions about their relationship with the investment adviser.

03

Financial professionals and firms who meet the requirements specified by the SEC are obligated to provide this form.

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What is form crs relationship summary?

Form CRS (Customer Relationship Summary) is a filing required by the U.S. Securities and Exchange Commission (SEC) that provides retail investors with information about a firm's services, fees, conflicts of interest, and disciplinary history.

Who is required to file form crs relationship summary?

Firms registered with the U.S. Securities and Exchange Commission (SEC) as investment advisers or broker-dealers that offer services to retail investors are required to file Form CRS (Customer Relationship Summary).

How to fill out form crs relationship summary?

Form CRS (Customer Relationship Summary) can be filled out by following the instructions provided by the U.S. Securities and Exchange Commission (SEC) on their website and ensuring all required information is accurately and completely disclosed.

What is the purpose of form crs relationship summary?

The purpose of Form CRS (Customer Relationship Summary) is to provide retail investors with key information about the services offered by a firm, fees charged, conflicts of interest, and disciplinary history in a concise and easy-to-understand format.

What information must be reported on form crs relationship summary?

Form CRS (Customer Relationship Summary) requires firms to disclose information about their services, fees, standard of conduct, conflicts of interest, disciplinary history, and additional information to help retail investors make informed decisions.

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