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EFFECTIVE JANUARY 1, 2022UnionBanc Investment Services Fee Schedule, Disclosures, and Services AgreementsLIST OF DOCUMENTS A. Customer Relationship Summary (Form CRS)..............................................................................3
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How to fill out client relationship summary form
01
Gather all necessary information about the client, including their personal details, financial goals, risk tolerance, investment experience, and current financial situation.
02
Review the regulatory requirements for the client relationship summary form to ensure that all relevant information is included.
03
Fill out each section of the form accurately and completely, making sure to provide all requested information.
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Ensure that the client reviews and confirms the accuracy of the information provided before submitting the form.
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Keep a copy of the completed form for your records and provide a copy to the client for their records as well.
Who needs client relationship summary form?
01
Financial advisors
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Investment firms
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Registered representatives
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Any individual or entity providing investment advice or services to clients
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