Get the free Retail Client Relationship Summary ("FORM CRS")
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Trust Advisory Services, Inc. TAS (formerly Entrust Advisory Services, Inc.) and TruistInvestmentServices, Inc.TIS(formerly
Entrust Investment Services, Inc.) referred to here as our, us, we or the
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How to fill out retail client relationship summary
How to fill out retail client relationship summary
01
Begin by providing the client with an overview of the firm and the services offered.
02
Disclose information about fees, costs, conflicts of interest, and disciplinary history, if any.
03
Explain the types of advisory services available and the specific services being provided to the client.
04
Provide information on the client's rights and responsibilities, including the right to terminate the relationship.
05
Review and discuss the summary with the client to ensure understanding and address any questions or concerns.
Who needs retail client relationship summary?
01
Retail clients who are seeking financial advisory services from a firm or professional.
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What is retail client relationship summary?
Retail client relationship summary is a document that provides retail clients with key information about their relationship with a financial firm, including fees, services offered, and conflicts of interest.
Who is required to file retail client relationship summary?
Financial firms are required to file retail client relationship summary with the appropriate regulatory authorities.
How to fill out retail client relationship summary?
Retail client relationship summary can be filled out by including relevant information such as fees charged, services provided, and conflicts of interest.
What is the purpose of retail client relationship summary?
The purpose of retail client relationship summary is to provide retail clients with clear and concise information about their relationship with a financial firm.
What information must be reported on retail client relationship summary?
Information such as fees, services offered, and conflicts of interest must be reported on retail client relationship summary.
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