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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: GA MCO ASSET MANAGEMENT INC.CRD Number: 104950Annual Amendment All Sections

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Start by gathering all the necessary information such as client's personal details, financial situation, investment objectives, and risk tolerance.

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Who needs customer relationship summary form?

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Financial advisors

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Broker-dealers

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Investment firms

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Any entity that provides investment advice to clients

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What is customer relationship summary form?

The customer relationship summary form is a document that financial professionals provide to their clients that summarizes the services offered, the nature of the relationship, and the fees associated with those services.

Who is required to file customer relationship summary form?

Registered investment advisors and broker-dealers are required to file the customer relationship summary form with the appropriate regulatory authorities.

How to fill out customer relationship summary form?

To fill out the customer relationship summary form, firms must provide information on their services, fees, potential conflicts of interest, and investment strategies. Additionally, they need to disclose whether they have disciplinary history.

What is the purpose of customer relationship summary form?

The purpose of the customer relationship summary form is to provide clients with essential information in a clear and concise manner, enabling them to make informed decisions about their financial relationships.

What information must be reported on customer relationship summary form?

The form must report information on services offered, fees and costs, account types, conflicts of interest, standards of conduct, and disciplinary history.

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