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Form CRS (Client Relationship Summary), April 30, 2022, D.B. McKenna & Co., Inc. and Pennington Financial Planning Group D.B. McKenna & Co., Inc. is a broker / dealer registered with the Securities

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How to fill out exhibit to client relationship

01

Gather all necessary information about the client, such as name, contact information, and relationship details.

02

Clearly define the purpose of the exhibit to the client relationship form.

03

Include sections for both parties to sign and date the document.

04

Provide any additional instructions or guidelines for completing the form.

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Review the completed form for accuracy and completeness before submitting it to the appropriate party.

Who needs exhibit to client relationship?

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Businesses that work with clients on a regular basis

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Legal professionals who need to document client relationships

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Service providers who need to establish formal agreements with clients

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What is exhibit to client relationship?

Exhibit to client relationship refers to the legal document that discloses the relationship between an attorney and their client.

Who is required to file exhibit to client relationship?

Attorneys and legal practitioners are required to file exhibit to client relationship.

How to fill out exhibit to client relationship?

Exhibit to client relationship form can be filled out by providing details of the attorney-client relationship, including the nature of legal services provided and any potential conflicts of interest.

What is the purpose of exhibit to client relationship?

The purpose of exhibit to client relationship is to ensure transparency and disclosure of the attorney-client relationship.

What information must be reported on exhibit to client relationship?

Information such as the name of the client, nature of legal services provided, fees charged, and any potential conflicts of interest must be reported on exhibit to client relationship.

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