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03/31/2021 FORM CRS CUSTOMER RELATIONSHIP SUMMARY Losing, Wolcott & Coolidge Fiduciary Advisors, LLP Losing, Wolcott & Coolidge Fiduciary Advisors, LLP (the Advisor) is an investment advisor registered
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Start by collecting all the necessary information about your business, including its name, address, and contact details.
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Understand the purpose of the form and the information it requires. The customer relationship summary form is designed to provide customers with key details about your business and the services you offer.
03
Begin filling out the form by providing an overview of your business, including its legal name, the types of services you offer, and any relevant affiliations or associations.
04
Include information about the fees and costs associated with your services. Be transparent and include any potential conflicts of interest that may affect your services.
05
Provide details about your disciplinary history, if applicable, and any legal or regulatory actions taken against your business.
06
Clearly explain the risks associated with your services and any potential conflicts of interest that may arise.
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Review the completed form for accuracy and completeness before submitting it to the appropriate authority.
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Keep a copy of the form for your records and make sure it is easily accessible to customers who may require it.

Who needs customer relationship summary form?

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Financial advisors, brokers, and other professionals in the financial industry who offer services to individual customers.
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Businesses that provide investment advice, manage investments, or engage in securities transactions.
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The customer relationship summary form is a document that provides clients with a summary of key information about their relationship with a financial institution or advisor.
Financial institutions or advisors are required to file the customer relationship summary form.
The customer relationship summary form can be filled out by providing accurate and up-to-date information about the client's accounts, investments, and any fees or charges that may apply.
The purpose of the customer relationship summary form is to give clients a clear and concise overview of their financial relationship with a particular institution or advisor.
The customer relationship summary form must include information about the client's investments, fees, risks, and any conflicts of interest that may apply.
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