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Heritage Investment Group, Inc. Customer Relationship Summary (Updated March 2022) Item 1. IntroductionHeritage Investment Group, Inc. (Heritage) is an investment adviser registered with the U.S.

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Start by gathering all relevant information about the customer and their relationship with your business.

02

Fill out the form with accurate and up-to-date information, including details about the products or services provided, fees and charges, and any conflicts of interest.

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Review the completed form for accuracy and compliance with regulatory requirements.

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Provide the customer with a copy of the customer relationship summary form for their records.

Who needs customer relationship summary form?

01

Financial advisors

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Investment firms

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Banks and other financial institutions

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What is customer relationship summary form?

The customer relationship summary form is a document providing key information about a firm’s services, fees, and conflicts of interest.

Who is required to file customer relationship summary form?

Registered investment advisors are required to file customer relationship summary form.

How to fill out customer relationship summary form?

The customer relationship summary form can be filled out by providing accurate information about the firm's services, fees, and any conflicts of interest.

What is the purpose of customer relationship summary form?

The purpose of the customer relationship summary form is to provide clients with important information about the firm's services and potential conflicts of interest.

What information must be reported on customer relationship summary form?

The customer relationship summary form must include information about the firm's services, fees, and conflicts of interest.

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