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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: SEASONS OF ADVICE WEALTH MANAGEMENT, LLC CRD Number: 285925OtherThanAnnual

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How to fill out customer relationship summary

01

Gather all relevant information about your company, including its services, fees, and disciplinary history.

02

Organize the information in a clear and concise manner, with headings for each section.

03

Include information about your company's legal status, regulatory status, and key personnel.

04

Provide details about the types of products and services you offer, the fees associated with each, and any conflicts of interest that may arise.

05

Make sure to include your contact information and a statement about the importance of customer feedback.

Who needs customer relationship summary?

01

Financial advisors and firms who are registered with regulatory authorities are required to provide a customer relationship summary to their clients.

02

Clients who are seeking financial advice or services from a registered advisor may request a customer relationship summary to better understand the advisor's background and services.

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What is customer relationship summary?

Customer relationship summary is a document provided by financial institutions that outlines key information about the products and services they offer, the fees they charge, and the risks involved.

Who is required to file customer relationship summary?

Financial institutions such as banks, investment firms, and insurance companies 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 financial products and services offered by the institution, along with details about fees and risks.

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 products and services.

What information must be reported on customer relationship summary?

Information such as product details, fees, risks, and key terms must be reported on customer relationship summary.

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