Get the free Relationship Summary (Form ADV3/CRS) - SEC.gov

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Relationship Summary (Form ADV3/CRS) Date: July 28, 2021, Item 1. Introduction Who we are: Financial Partners, LLC (CAPTURE) is an independent investment adviser registered with the US Securities

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Obtain the relationship summary form adv3crs from the appropriate website or office.

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Fill in personal information such as name, address, and contact details.

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Provide details about your relationship status and any dependents.

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Individuals who are required to disclose their relationship status and financial interests may need to fill out the relationship summary form adv3crs.

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What is relationship summary form adv3crs?

The relationship summary form adv3crs is a document that provides information about the relationships and services offered by a financial advisor or investment firm.

Who is required to file relationship summary form adv3crs?

Financial advisors or investment firms registered with the SEC are required to file the relationship summary form adv3crs.

How to fill out relationship summary form adv3crs?

The relationship summary form adv3crs can be filled out electronically through the SEC's online filing system or manually by following the instructions provided by the SEC.

What is the purpose of relationship summary form adv3crs?

The purpose of the relationship summary form adv3crs is to provide clients with clear and concise information about the services, fees, and conflicts of interest of a financial advisor or investment firm.

What information must be reported on relationship summary form adv3crs?

The relationship summary form adv3crs must include information such as the advisor's services, fees, disciplinary history, conflicts of interest, and key personnel.

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