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Form Client Relationship Summary June 9, 2020, Item 1. IntroductionBreckinridge Capital Advisors, Inc. (Breckinridge) is an investment advisor registered with the Securities and Exchange Commission

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What is form client relationship summary?

Form client relationship summary, also known as Form CRS, is a document that broker-dealers and investment advisers must provide to retail investors to disclose key information about their firm, services offered, fees, conflicts of interest, and disciplinary history.

Who is required to file form client relationship summary?

Broker-dealers and investment advisers who offer services to retail investors are required to file Form CRS.

How to fill out form client relationship summary?

Form CRS should be filled out by providing accurate and comprehensive information about the firm's services, fees, conflicts of interest, disciplinary history, and other important disclosures.

What is the purpose of form client relationship summary?

The purpose of Form CRS is to provide retail investors with clear and concise information about the firm's services, fees, conflicts of interest, and disciplinary history, in order to help them make informed decisions.

What information must be reported on form client relationship summary?

Form CRS must include information about the firm's services, fees, conflicts of interest, disciplinary history, and other important disclosures in a clear and concise manner.

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