Get the free Customer Relationship Summary (Form CRS/ADV Part 3) - SEC

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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: CONCORD ADVISORY GROUP LTD CRD Number: 107291Annual Amendment All Sections

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How to fill out customer relationship summary form

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Start by gathering all necessary information such as client's contact details, financial objectives, risk tolerance, and investment experience.

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Follow the instructions provided on the customer relationship summary form to accurately fill out each section.

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Review the completed form for accuracy and completeness before submitting it to the relevant party.

Who needs customer relationship summary form?

01

Financial advisors and investment firms who interact with clients and provide investment advice or services are required to provide a customer relationship summary form.

02

Clients who engage in any financial transactions or investment activities with an advisor or firm may also need to review and sign a customer relationship summary form.

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What is customer relationship summary form?

The customer relationship summary form is a document that outlines key information about the financial services a firm provides to retail investors.

Who is required to file customer relationship summary form?

Any firm that offers services to retail investors is required to file a customer relationship summary form.

How to fill out customer relationship summary form?

The customer relationship summary form can be filled out by providing accurate and detailed information about the firm's services, fees, conflicts of interest, and disciplinary history.

What is the purpose of customer relationship summary form?

The purpose of the customer relationship summary form is to provide retail investors with clear and concise information about the services offered by a financial firm.

What information must be reported on customer relationship summary form?

The customer relationship summary form should include information about the firm's services, fees, conflicts of interest, disciplinary history, and any other material facts that may be important to retail investors.

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