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CLIENT RELATIONSHIP SUMMARY (CRS) IFP Advisors & IFP Securities; August 17, 2022, Introduction IFP Advisors, LLC and IFP Securities, LLC are affiliated firms, both doing business as Independent Financial

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How to fill out advisor client relationship summary

01

Begin by providing basic information about the advisor, including name, contact information, and firm name.

02

Disclose the types of advisory services offered, along with any minimum account requirements.

03

Outline the fees and compensation structures, including any potential conflicts of interest.

04

Detail the advisor's disciplinary history, if applicable.

05

Provide information about the firm's investment philosophy and strategies.

Who needs advisor client relationship summary?

01

Any individual or entity seeking financial advice or guidance from a registered investment advisor will need an advisor client relationship summary.

02

This document helps potential clients understand the services offered, fees involved, and any potential conflicts of interest before deciding to engage with the advisor.

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What is advisor client relationship summary?

The advisor client relationship summary is a document that provides information about the relationship between the advisor and the client, including services offered, fees charged, conflicts of interest, and disciplinary history.

Who is required to file advisor client relationship summary?

Registered investment advisors (RIAs) are required to file the advisor client relationship summary as part of Form ADV Part 3.

How to fill out advisor client relationship summary?

The advisor client relationship summary can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of advisor client relationship summary?

The purpose of advisor client relationship summary is to provide clients with important information about the advisor and the services offered, helping them make informed decisions.

What information must be reported on advisor client relationship summary?

Information such as services offered, fees charged, conflicts of interest, disciplinary history, and other key details about the advisor-client relationship must be reported on the advisor client relationship summary.

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