Get the free Form CRSClient Relationship Summary January 2022

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FORM CRS CLIENT RELATIONSHIP SUMMARY (September 2022) McDonough Capital Management, Inc. (MCM, we, our, us) is registered with the Securities and Exchange Commission (SEC) as an investment adviser.

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How to fill out form crsclient relationship summary

01

Obtain the CRSClient Relationship Summary form.

02

Fill in your personal information, including your name, address, and contact details.

03

Provide information about your relationship with the client, including the nature of the relationship and any services provided.

04

Disclose any conflicts of interest that may exist.

05

Sign and date the form before submitting it.

Who needs form crsclient relationship summary?

01

Financial advisors and investment professionals who have a relationship with a client are required to fill out the CRSClient Relationship Summary form.

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What is form crsclient relationship summary?

Form CRS (Client Relationship Summary) is a document required by the SEC that provides retail investors with information about the firm or individual providing investment advisory services.

Who is required to file form crsclient relationship summary?

Registered investment advisers who provide investment advisory services to retail investors are required to file Form CRS.

How to fill out form crsclient relationship summary?

Form CRS can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of form crsclient relationship summary?

The purpose of Form CRS is to provide retail investors with clear, concise information about the services, fees, and conflicts of interest of their investment adviser.

What information must be reported on form crsclient relationship summary?

Form CRS must include information about the firm's services, fees, conflicts of interest, disciplinary history, and contact information.

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