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FORM Client Relationship Summary (CRS) LISA FINANCIAL PLANNING LIMITED Trading As (T/A) Asia International 10, Prince Maurice Court, Hamilton Avenue, Devices, Wiltshire SN10 2RT, United Kingdom JUNE
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Individuals seeking financial advice or services from a financial institution or advisor.
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The Form Client Relationship Summary, also known as Form CRS, is a disclosure document that provides retail investors with information about their relationship with a financial advisor or firm.
Registered investment advisers, broker-dealers, and other financial firms that provide advisory services to retail investors are required to file Form CRS.
Form CRS can be filled out by providing information about the financial advisor or firm, the services offered, fees charged, conflicts of interest, disciplinary history, and additional information.
The purpose of Form CRS is to provide retail investors with clear and concise information about their relationship with a financial advisor or firm, helping them make informed decisions about their investments.
Form CRS must include information about the services offered, fees charged, conflicts of interest, disciplinary history, and additional information that would help retail investors understand their relationship with the financial advisor or firm.
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