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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: BERMAN HOPKINS RETIREMENT SOLUTIONS, LLC CRD Number: 164396OtherThanAnnual

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How to fill out form crs customer relationship

01

Begin by entering your personal information such as name, address, and contact details.

02

Provide information about your current relationship with the customer, including how long you have been working with them and the nature of your interactions.

03

Fill out any specific questions or sections related to the customer's needs and preferences.

04

Double-check all information for accuracy before submitting the form.

Who needs form crs customer relationship?

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Businesses or organizations that want to document and manage their interactions with customers or clients.

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Individual professionals who are looking to improve their customer relationship management skills.

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What is form crs customer relationship?

Form CRS (Customer Relationship Summary) is a document that provides retail investors with information about the nature of their relationship with investment advisers and broker-dealers.

Who is required to file form crs customer relationship?

Investment advisers and broker-dealers are required to file Form CRS.

How to fill out form crs customer relationship?

Form CRS can be filled out by providing information about the firm's services, fees, conflicts of interest, disciplinary history, and other pertinent information in a clear and concise manner.

What is the purpose of form crs customer relationship?

The purpose of Form CRS is to promote transparency and help retail investors make informed decisions about their relationships with financial professionals.

What information must be reported on form crs customer relationship?

Form CRS requires disclosure of key information such as services offered, fees and costs, conflicts of interest, disciplinary history, and standard of conduct.

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