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EFFECTIVE JANUARY 1, 2023UnionBanc Investment Services Fee Schedule, Disclosures, and Services AgreementsLIST OF DOCUMENTS A. Customer Relationship Summary (Form CRS)..............................................................................3
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How to fill out customer relationship summary form

01
Start by entering the name of the firm and the date at the top of the form.
02
Provide a description of the types of services offered by the firm.
03
Include information on the fees and costs associated with the services.
04
Disclose any conflicts of interest that may impact the services provided.
05
Detail the disciplinary history of the firm and its employees.
06
Complete any additional sections required by regulations or guidelines.
07
Review the form for accuracy and completeness before submitting it to the client.

Who needs customer relationship summary form?

01
Financial advisors and investment professionals who are required to disclose information about their services and fees to clients.
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The customer relationship summary form, also known as Form CRS, is a document that provides retail investors with important information about the financial professional or firm offering them investment advice or brokerage services.
Registered investment advisers, broker-dealers, and dual registrants are required to file the customer relationship summary form with the SEC or state securities regulators.
The customer relationship summary form must be filled out by providing information about the firm's services, fees, conflicts of interest, disciplinary history, and key individuals working with clients.
The purpose of the customer relationship summary form is to improve transparency and help retail investors make informed decisions about choosing a financial professional or firm.
The customer relationship summary form must include information about the firm's services, fees, disciplinary history, conflicts of interest, and key personnel.
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