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Horizons Sustainable Financial Services, Inc. Form CRS Customer Relationship Summary February 19, 2021, Horizons Sustainable Financial Services, Inc.(Horizons) is an investment adviser registered
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Form CRS (Customer Relationship Summary) is a document that registered investment advisers and broker-dealers must provide to retail investors. It summarizes key information about the firm, such as services offered, fees, conflicts of interest, and disciplinary history.
Registered investment advisers and broker-dealers are required to file Form CRS.
Form CRS can be filled out by providing information about the firm's services, fees, disciplinary history, and conflicts of interest in a clear and concise manner.
The purpose of Form CRS is to provide retail investors with key information about the firm they are considering doing business with, in an easy-to-understand format.
Form CRS requires information about the firm's services, fees, conflicts of interest, disciplinary history, and contact information.
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