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FORM CRS (CLIENT RELATIONSHIP SUMMARY) A SUMMARY OF YOUR ADVISORY RELATIONSHIP WITH COORDINATED FINANCIAL SERVICES, INC. January 18, 2023, ITEM 1 INTRODUCTION Coordinated Financial Services, Inc is

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Obtain the CRS Client Relationship form from the appropriate source.

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Fill in your personal and contact details accurately in the designated fields.

03

Provide information about your financial accounts and investments as required.

04

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05

Submit the completed form to the relevant party for processing.

Who needs form crs client relationship?

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Individuals and entities with financial accounts or investments who are required to comply with CRS regulations.

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Financial institutions and service providers who need to collect information for CRS reporting purposes.

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What is form crs client relationship?

Form CRS (Client Relationship Summary) is a document that registered investment advisers and broker-dealers must provide to retail investors. It is meant to give clients important information about the firm, its services, fees, conflicts of interest, and disciplinary history.

Who is required to file form crs client relationship?

Registered investment advisers and broker-dealers are required to file form CRS client relationship.

How to fill out form crs client relationship?

Form CRS can be filled out by providing information about the firm's services, fees, conflicts of interest, disciplinary history, and other relevant information in a clear and concise manner.

What is the purpose of form crs client relationship?

The purpose of form CRS is to provide retail investors with important information about the firm and its services, fees, conflicts of interest, and disciplinary history in order to help them make informed decisions about their investments.

What information must be reported on form crs client relationship?

Form CRS must include information about the firm's services, fees, conflicts of interest, disciplinary history, and other relevant information that would be important for retail investors.

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