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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: TRIPLET CAPITAL MANAGEMENT PTY LTD CRD Number: 297481OtherThanAnnual

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How to fill out customer relationship summary

01

Start by providing your contact information including name, title, telephone number, and email address.

02

Next, include a description of your firm's services, fees, and conflicts of interest.

03

Outline how your firm is compensated and whether you offer any products or services through third parties.

04

Lastly, disclose any disciplinary history and investment advisor registration information.

Who needs customer relationship summary?

01

Registered investment advisors must provide a customer relationship summary to all new and prospective clients.

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What is customer relationship summary?

Customer relationship summary is a document that provides key information about a financial institution's services, fees, and relationships with customers.

Who is required to file customer relationship summary?

Financial institutions are required to file customer relationship summaries.

How to fill out customer relationship summary?

Customer relationship summaries can be filled out by providing accurate and transparent information about the institution's services and fees.

What is the purpose of customer relationship summary?

The purpose of customer relationship summary is to help customers make informed decisions about financial services and to promote transparency in customer relationships.

What information must be reported on customer relationship summary?

Customer relationship summaries must report information on services offered, fees charged, conflicts of interest, and other key information.

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