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Customer Relationship Summary (Form CRS) June 24, 2020About us American Century Investments is a leading global asset manager focused on delivering investment results and building long term client

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What is customer relationship summary form?

Customer relationship summary form is a document that provides key information about a firm's relationships and services to retail investors.

Who is required to file customer relationship summary form?

Firms that offer services to retail investors are required to file customer relationship summary form.

How to fill out customer relationship summary form?

Customer relationship summary form can be filled out by providing accurate and up-to-date information about the firm's services, fees, conflicts of interest, and disciplinary history.

What is the purpose of customer relationship summary form?

The purpose of customer relationship summary form is to help retail investors make informed decisions about the services offered by a firm.

What information must be reported on customer relationship summary form?

Customer relationship summary form must include information on services offered, fees and costs, conflicts of interest, and disciplinary history.

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