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Client Relationship Summary (Form CRS) March 14, 2022, Avalon Investment AG, registered with the Securities and Exchange Commission as an Investment Adviser, CRD 283227 and is licensed as an asset

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How to fill out client relationship summary form

01

Gather all relevant information about the client, including their investment objectives, financial situation, and risk tolerance.

02

Complete all sections of the client relationship summary form accurately and truthfully.

03

Provide clear and concise explanations for any information provided on the form.

04

Ensure that the client signs and dates the form once it has been completed.

05

Make a copy of the form for your records and provide the client with a copy for their records as well.

Who needs client relationship summary form?

01

Financial advisors

02

Investment firms

03

Anyone providing investment advice or services to clients

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What is client relationship summary form?

The client relationship summary form, also known as Form CRS, is a document that registered investment advisers and broker-dealers must provide to retail investors to educate them about the relationship and services being offered.

Who is required to file client relationship summary form?

Registered investment advisers and broker-dealers are required to file client relationship summary form.

How to fill out client relationship summary form?

The client relationship summary form can be filled out by providing information about the firm, its services, fees, conflicts of interest, and disciplinary history, in a clear and concise manner.

What is the purpose of client relationship summary form?

The purpose of the client relationship summary form is to help retail investors make informed decisions about the financial professionals they choose to work with.

What information must be reported on client relationship summary form?

Information such as services offered, fees charged, conflicts of interest, disciplinary history, and additional information about the firm must be reported on the client relationship summary form.

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