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Form ADV Part 3 Client Relationship Summary Date: 04/30/2020Item 1: Introduction FINANCIAL PLANNING AND INFORMATION SERVICES, INC. is a fee only investment adviser registered with the Securities and

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Form CRS Revised 04-30-2021 is needed by individuals or entities who are subject to reporting requirements regarding their foreign financial accounts. This includes U.S. citizens, residents, and certain non-residents who have specified financial interests in or signature authority over foreign accounts exceeding certain thresholds.

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What is form crs revised 04-30?

Form CRS (Client Relationship Summary) revised 04-30 is a disclosure document that provides important information about a firm, including its services, fees, costs, conflicts of interest, and disciplinary history.

Who is required to file form crs revised 04-30?

Firms registered with the SEC as investment advisers, broker-dealers, or both are required to file Form CRS revised 04-30.

How to fill out form crs revised 04-30?

Form CRS revised 04-30 can be filled out by providing accurate information about the firm's services, fees, conflicts of interest, disciplinary history, and other relevant details in the specified sections.

What is the purpose of form crs revised 04-30?

The purpose of Form CRS revised 04-30 is to help retail investors make informed decisions about their relationships with financial firms by providing them with key information in a clear and concise format.

What information must be reported on form crs revised 04-30?

Form CRS revised 04-30 requires information about the firm's services, fees, costs, conflicts of interest, disciplinary history, and other relevant information that may assist retail investors in evaluating the firm.

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