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CUSTOMER RELATIONSHIP SUMMARY MARCH 31, 2022, INTRODUCTION Charles worth & Rug, Inc., DBA High line Wealth Partners (High line) is registered with the Securities and Exchange Commission as an investment

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How to fill out customer relationship summary

01

Gather all relevant information about the customer such as their financial goals, risk tolerance, and investment knowledge.

02

Prepare a summary document that outlines the key points of the customer's profile, including their investment objectives, recommended investment strategies, and any conflicts of interest.

03

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Provide the customer with a copy of the summary and go over it with them to ensure they understand the information presented.

Who needs customer relationship summary?

01

Financial advisors and investment professionals who are required to provide clients with information about their services and fees.

02

Clients who want a clear and transparent overview of their financial relationship with their advisor or investment firm.

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What is customer relationship summary?

Customer relationship summary is a concise document that provides key information about a firm's services, fees, conflicts of interest, and disciplinary history to help clients make informed decisions about their investments.

Who is required to file customer relationship summary?

Investment advisers and broker-dealers registered with the SEC 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 up-to-date information about the firm's services, fees, conflicts of interest, and disciplinary history in a standardized format.

What is the purpose of customer relationship summary?

The purpose of customer relationship summary is to enhance transparency and improve communication between financial firms and their clients.

What information must be reported on customer relationship summary?

Customer relationship summary must include information about the firm's services, fees, conflicts of interest, and disciplinary history.

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