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Form Customer Relationship Summary (CRS) ADV Part 3June 19, 2020Item 1. Introduction A. Sculpt Wealth Management, LLC (SUM) is registered with the Securities and Exchange Commission (SEC) as an investment

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What is form customer relationship summary?

The form customer relationship summary is a document that provides information about the relationship between a customer and a financial institution.

Who is required to file form customer relationship summary?

Financial institutions are required to file form customer relationship summary.

How to fill out form customer relationship summary?

Form customer relationship summary can be filled out by providing information about the services offered, fees charged, and other details about the customer relationship.

What is the purpose of form customer relationship summary?

The purpose of form customer relationship summary is to increase transparency and provide customers with important information about their relationship with a financial institution.

What information must be reported on form customer relationship summary?

Information such as services offered, fees charged, and potential conflicts of interest must be reported on form customer relationship summary.

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