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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: CAP ASSET MANAGEMENT LLC CRD Number: 170846OtherThanAnnual Amendment

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How to fill out form crs customer relationship

01

To fill out a form CRS (Customer Relationship Summary), follow these steps:

02

Begin by obtaining the form CRS from the financial institution or advisor requiring it.

03

Read the instructions provided with the form CRS carefully to understand the requirements and purpose of each section.

04

Start by filling out the first section, which typically includes general information about the financial institution or advisor, such as their name, contact information, and registration details.

05

Proceed to the second section, which may ask for information about the types of services offered, compensation structure, and any potential conflicts of interest.

06

Move on to the third section, which usually requires providing information about the fees and costs clients may incur, including advisory fees, transactional fees, and account maintenance charges.

07

Complete the fourth section, which often focuses on the disciplinary history of the financial institution or advisor, if any.

08

Lastly, review the completed form CRS for accuracy and completeness before submitting it to the appropriate recipient.

09

Note: The specific content and structure of a form CRS may vary between different financial institutions or advisors, so it's important to carefully follow the instructions provided with the form.

Who needs form crs customer relationship?

01

Anyone who is considering engaging with a financial institution or advisor for financial services or advice may need to fill out a form CRS. This includes both individual retail investors and institutional clients.

02

Furthermore, regulatory bodies may require financial institutions or advisors to provide form CRS to their clients as part of their obligations to ensure transparency and consumer protection.

03

The form CRS aims to provide clients with essential information about the services provided, fees charged, conflicts of interest, disciplinary history, and other relevant details to enable them to make informed decisions when selecting a financial institution or advisor.

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What is form crs customer relationship?

Form CRS (Customer Relationship Summary) is a document that provides information about a firm’s services, fees, risks, and conflicts of interest, designed to help investors understand their relationship with the firm.

Who is required to file form crs customer relationship?

All registered investment advisers and broker-dealers that offer retail investment services are required to file Form CRS.

How to fill out form crs customer relationship?

To fill out Form CRS, firms must provide clear and concise information in prescribed sections, including the types of services offered, fees, and potential conflicts of interest, following the SEC's guidelines.

What is the purpose of form crs customer relationship?

The purpose of Form CRS is to provide retail investors with essential information about their financial professionals to help them make informed decisions about their investment choices.

What information must be reported on form crs customer relationship?

Form CRS must report information such as the types of services offered, account minimums, fees and costs, comparisons of services, standard of conduct, conflicts of interest, and disciplinary history.

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