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THE CONCORD ADVISORY GROUP, LTD. 700 Alexander Park, Suite 203 Princeton, NJ 08540Customer Relationship Summary (Form CRS/ADV Part 3) as of October 15, 2020, The Concord Advisory Group, Ltd. (Concord)

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How to fill out customer relationship summary form

01

Obtain a blank copy of the customer relationship summary form

02

Fill in your personal information including name, address, and contact information

03

Provide details about your current financial situation, including income, assets, and liabilities

04

Disclose information about any conflicts of interest that may arise from your relationship with the customer

05

Sign and date the form, acknowledging that the information provided is accurate and complete

Who needs customer relationship summary form?

01

Financial advisors

02

Investment firms

03

Any professionals who offer financial services and products to clients

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What is customer relationship summary form?

Customer relationship summary form is a document that provides important information about the relationship between a customer and a financial institution.

Who is required to file customer relationship summary form?

Financial institutions 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 relevant information about the customer's relationship with the financial institution.

What is the purpose of customer relationship summary form?

The purpose of customer relationship summary form is to ensure transparency and provide customers with key information about their relationship with a financial institution.

What information must be reported on customer relationship summary form?

Customer relationship summary form must report information such as fees, services offered, conflicts of interest, and key terms of the relationship.

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