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June 25, 2020-Page 1 of 3Client Relationship Summary (CRS Form ADV Part 3) JULIA, MILLS & HEIFER, LLC (JFK) is an investment adviser registered with the Securities and Exchange Commission offering
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How to fill out client relationship summary crs

01
Start by gathering all necessary information about your client, including their personal details, financial status, and investment experience.
02
Review the client relationship summary template provided by the regulatory authority to understand the required sections and information.
03
Begin by filling out the introductory section, which includes general information about your firm and the purpose of the client relationship summary.
04
Move on to the next section, which outlines the types of services you offer and the fees associated with each service.
05
Provide clear and concise information about the risks involved in each investment option or service you offer, along with any conflicts of interest that may arise.
06
Include a section that explains the standard of conduct you adhere to and any disciplinary history your firm may have.
07
Conclude the client relationship summary by summarizing any additional information or disclosures required by the regulatory authority.
08
Review the completed client relationship summary for accuracy and completeness before providing it to your client for review and signature.
09
Maintain a copy of the client relationship summary and make it easily accessible for future reference or if requested by the regulatory authority.

Who needs client relationship summary crs?

01
Any financial advisory firm or individual who provides investment advice or services to clients needs a client relationship summary (CRS). This includes registered investment advisors, broker-dealers, and financial planners.
02
The purpose of the CRS is to provide clients with clear and concise information about the firm's services, fees, potential conflicts of interest, and the standard of conduct followed by the firm. This helps clients make informed decisions about whether to engage the services of a particular firm.
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Client relationship summary crs is a document that provides clients with important information about a firm's services, fees, conflicts of interest, and disciplinary history.
Financial firms registered with the SEC or state securities regulators are required to file a client relationship summary crs.
To fill out a client relationship summary crs, a financial firm must provide accurate and detailed information about their services, fees, conflicts of interest, and disciplinary history.
The purpose of client relationship summary crs is to help clients make informed decisions about whether to hire a particular financial firm.
Client relationship summary crs must include information about a firm's services, fees, conflicts of interest, and disciplinary history.
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