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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: BESPOKE CAPITAL PARTNERS CRD Number: 297709OtherThanAnnual Amendment

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How to fill out customer relationship summary

01

Gather all the necessary information about the customer, including their name, contact details, and any specific preferences or needs.

02

Create a clear and concise summary of the customer's interactions with your business, such as purchases, inquiries, and feedback.

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Update the customer relationship summary regularly to reflect any new interactions or changes in the customer's preferences.

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Make sure to keep the customer relationship summary secure and confidential to protect the customer's personal information.

Who needs customer relationship summary?

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Financial advisors

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Sales representatives

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Business owners

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What is customer relationship summary?

Customer relationship summary is a document that provides important information about the services provided by a financial institution to their customers.

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 including information such as services offered, fees, conflicts of interest, and disciplinary history.

What is the purpose of customer relationship summary?

The purpose of customer relationship summary is to provide transparency and help customers make informed decisions about financial services.

What information must be reported on customer relationship summary?

Information such as services offered, fees, conflicts of interest, and disciplinary history must be reported on customer relationship summary.

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