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Customer Relationship Summary (CRS)325 John H. McConnell Blvd Suite 200 Columbus, Ohio 43215 614.255.3333 diamond hill.com February 28, 2022Introduction Diamond Hill is registered with the Securities

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How to fill out customer relationship summary form

01

Begin by providing your name and contact information.

02

State your firm's name and contact information.

03

Detail the types of services you offer and your fees for each service.

04

Disclose any conflicts of interest that may arise in the course of providing services.

05

Provide information on your disciplinary history, if applicable.

06

Finally, sign and date the form to certify its accuracy.

Who needs customer relationship summary form?

01

Financial advisors, brokers, and other professionals who provide personalized investment advice to retail clients.

02

Regulated entities in the financial industry who must comply with disclosure requirements.

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What is customer relationship summary form?

The customer relationship summary form, also known as Form CRS, is a document that provides key information about a firm's services, fees, and disciplinary history to retail investors.

Who is required to file customer relationship summary form?

Firms registered with the SEC or state securities regulators that provide services to retail investors are required to file the customer relationship summary form.

How to fill out customer relationship summary form?

Firms can fill out the customer relationship summary form by providing accurate information about their services, fees, conflicts of interest, and disciplinary history in a clear and concise manner.

What is the purpose of customer relationship summary form?

The purpose of the customer relationship summary form is to help retail investors make informed decisions about whether to engage with a firm by providing them with key information in a standardized format.

What information must be reported on customer relationship summary form?

The customer relationship summary form must include information about the firm's services, fees, conflicts of interest, and disciplinary history in a clear and concise manner.

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