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Form CRS Customer Relationship Summary | June 30, 2020, Affiliated Financial Advisors, Inc (AFA) is an investment advisor registered with the Securities and Exchange Commission. AFA, like many investment

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What is form crs customer relationship?

Form CRS Customer Relationship Summary is a form that certain financial institutions are required to provide to retail investors in order to disclose information about the firm's services, fees, and conflicts of interest.

Who is required to file form crs customer relationship?

Broker-dealers, investment advisers, and certain other financial institutions are required to file Form CRS Customer Relationship Summary.

How to fill out form crs customer relationship?

Form CRS Customer Relationship Summary can be filled out by providing information about the firm's services, fees, conflicts of interest, disciplinary history, and additional information required by the SEC.

What is the purpose of form crs customer relationship?

The purpose of Form CRS Customer Relationship Summary is to provide retail investors with important information about the services, fees, and conflicts of interest of their financial service providers.

What information must be reported on form crs customer relationship?

Form CRS Customer Relationship Summary must report information about the firm's services, fees, conflicts of interest, disciplinary history, and additional required information by the SEC.

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