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FORM CRS CUSTOMER RELATIONSHIP SUMMARY FAIRWAY WEALTH MANAGEMENT LLC June 25, 2020, Item 1: Introduction Fairway Wealth Management LLC (Fairway, we) is an independent investment advisor registered
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How to fill out form crscustomer relationship summary

01
To fill out the form CRS (Customer Relationship Summary), follow these steps:
02
Obtain a copy of the form CRS from your financial institution or find it online.
03
Read the instructions and the questions carefully to ensure you understand what information is needed.
04
Begin by providing your personal details, such as your name, address, and contact information.
05
Fill in the sections that require information about your financial advisor or firm, including their name, address, and contact details.
06
Answer the questions regarding the types of services offered, fees charged, and any conflicts of interest that may exist.
07
If applicable, disclose any disciplinary history, legal actions, or other relevant information.
08
Review the completed form for accuracy and make any necessary corrections.
09
Sign and date the form to certify its authenticity.
10
Keep a copy of the completed form for your records.
11
Submit the form CRS to your financial institution according to their instructions.

Who needs form crscustomer relationship summary?

01
The form CRS (Customer Relationship Summary) is required for individuals seeking financial services from a registered investment advisor or broker-dealer.
02
It is necessary for any person or entity that is entering into a relationship with a financial advisor or firm.
03
This includes potential clients or customers who want to understand the services, fees, and potential conflicts of interest associated with the provider.
04
In the United States, the form CRS is mandated by the Securities and Exchange Commission (SEC) as part of their efforts to improve transparency and promote better understanding of the services offered by financial professionals.
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Form crscustomer relationship summary is a document that provides information about the services offered by a financial institution to its customers.
Financial institutions are required to file form crscustomer relationship summary.
Form crscustomer relationship summary can be filled out by providing details about the financial services offered, fees charged, and any conflicts of interest.
The purpose of form crscustomer relationship summary is to ensure transparency and provide customers with key information about the services provided by financial institutions.
Information such as services offered, fees charged, and conflicts of interest must be reported on form crscustomer relationship summary.
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