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SECURITIES AMERICA, INC. SECURITIES AMERICA ADVISORS, INC. ARBOR POINT ADVISORS, FORM CRS: CUSTOMER RELATIONSHIP SUMMARY INTRODUCTION Securities America, Inc. (SAI) is registered with the Securities

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What is form crs customer relationship?

Form CRS (Customer Relationship Summary) is a document that registered investment advisers, broker-dealers, and dually registered firms must provide to retail investors.

Who is required to file form crs customer relationship?

Registered investment advisers, broker-dealers, and dually registered firms are required to file Form CRS.

How to fill out form crs customer relationship?

Form CRS must be filled out by providing clear and concise information about the firm's services, fees, conflicts of interest, and disciplinary history.

What is the purpose of form crs customer relationship?

The purpose of Form CRS is to provide retail investors with easy to understand information about the firm's services and relationship with the investor.

What information must be reported on form crs customer relationship?

Information such as services offered, fees and costs, conflicts of interest, standard of conduct, disciplinary history, and additional information must be reported on Form CRS.

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