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RUNNYMEDE CAPITAL ADVISORS, INC. September 2021Form CRS Client Relationship Summary Introduction Runnymede Capital Advisors, Inc., (CAI) is an investment advisor registered with the Securities and

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How to fill out client relationship summary form

01

Begin by entering the client's name and contact information at the top of the form.

02

Provide a brief summary of the nature of the client-adviser relationship.

03

Disclose information about the adviser's services, fees, and potential conflicts of interest.

04

Include a summary of the client's financial situation and investment goals.

05

Make sure to review the completed form with the client before finalizing.

Who needs client relationship summary form?

01

Any financial adviser who is providing services to a client.

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What is client relationship summary form?

The client relationship summary form, also known as Form CRS, is a document that financial advisors must provide to clients that summarizes key information about the advisor, including services offered, fees, conflicts of interest, and disciplinary history.

Who is required to file client relationship summary form?

Financial advisors and broker-dealers registered with the SEC or state securities regulators are required to file Form CRS.

How to fill out client relationship summary form?

Financial advisors must follow the instructions provided by the SEC or state securities regulators on how to accurately and completely fill out Form CRS.

What is the purpose of client relationship summary form?

The purpose of Form CRS is to help clients make informed decisions about whether to engage the services of a financial advisor by providing key information in a clear and concise manner.

What information must be reported on client relationship summary form?

Information that must be reported on Form CRS includes the types of services offered, fees, conflicts of interest, disciplinary history, and key personnel.

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