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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: HARVEST FINANCIAL GROUP, LLC CRD Number: 149503OtherThanAnnual Amendment

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How to fill out customer relationship summary

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Start by creating a template for the customer relationship summary document.

02

Include important information such as the services provided, fees, conflicts of interest, and disciplinary information.

03

Fill out each section carefully and accurately, making sure to clearly communicate all relevant details to the client.

04

Review the completed document with the client to ensure they understand the information provided.

05

Keep a copy of the customer relationship summary on file for reference and compliance purposes.

Who needs customer relationship summary?

01

Financial advisors and professionals who provide investment advice and services to clients.

02

Clients who are seeking financial advice and want to understand the services and fees associated with a particular advisor or firm.

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What is customer relationship summary?

Customer relationship summary is a document that provides information about the services offered by a financial institution to their clients.

Who is required to file customer relationship summary?

Financial institutions are required to file customer relationship summary.

How to fill out customer relationship summary?

Customer relationship summary can be filled out by providing accurate and detailed information about the services offered by the financial institution.

What is the purpose of customer relationship summary?

The purpose of customer relationship summary is to inform clients about the services, fees, and any potential conflicts of interest.

What information must be reported on customer relationship summary?

Information such as services offered, fees charged, potential conflicts of interest, and the financial institution's policies must be reported on customer relationship summary.

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