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Get the free Form Customer Relationship Summary (CRS) - June 30, 2020

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Starship Securities LLC Form Customer Relationship Summary (CRS) June 30, 2020, Starship Securities LLC (Starship or we or our) is registered with the Securities and Exchange Commission (the SEC)
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Step 1: Start by gathering all the necessary information that needs to be included in the customer relationship summary form.
02
Step 2: Begin by providing general information about your company, such as its name, address, and contact details.
03
Step 3: Clearly define the services you offer and briefly describe each of them.
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Step 4: Provide information about the fees and charges associated with your services. Be transparent and include all relevant details.
05
Step 5: Include information about any potential conflicts of interest that may arise while providing your services.
06
Step 6: Explain the disciplinary history of your company, if applicable.
07
Step 7: Clearly outline the procedures for clients to lodge complaints or raise concerns.
08
Step 8: Summarize any additional information or important disclosures that your clients should be aware of.
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Step 9: Review the completed form for accuracy and make any necessary revisions.
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Step 10: Provide copies of the customer relationship summary form to your clients and ensure they understand its contents.

Who needs form customer relationship summary?

01
Financial service providers or companies offering investment advisory services are required to provide the customer relationship summary form to their clients.
02
Individuals or organizations seeking services from financial advisors or investment firms may request the customer relationship summary form to gain a better understanding of the services and potential conflicts of interest.
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Form customer relationship summary is a document that provides a summary of the relationship between a customer and a financial institution.
Financial institutions are required to file form customer relationship summary.
Form customer relationship summary can be filled out by providing information about the customer’s account and transaction details.
The purpose of form customer relationship summary is to provide transparency and clarity about the customer's relationship with the financial institution.
Form customer relationship summary must report details about the customer's account, transactions, fees, and charges.
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