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SECURITIES AND EXCHANGE COMMISSIONER NPORTPFiling Date: 20230227 | Period of Report: 20221231 SEC Accession No. 000114554923011804 (HTML Version on secdatabase.com)FILER AMERICAN FUNDS INSURANCE SERIES

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How to fill out client relationship summary

01

Ensure you have all the necessary information about the client

02

Clearly outline the key aspects of the client-advisor relationship

03

Include information on fees, services offered, and any potential conflicts of interest

04

Use plain language that is easy for clients to understand

05

Provide a clear and concise summary of the client's rights and obligations

Who needs client relationship summary?

01

Financial advisors

02

Investment professionals

03

Anyone providing financial advice or services to clients

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What is client relationship summary?

The client relationship summary is a document that provides key information about a financial advisor or firm, including services offered, fees charged, conflicts of interest, and disciplinary history.

Who is required to file client relationship summary?

Financial advisors or firms who are registered with the Securities and Exchange Commission (SEC) or state securities regulators are required to file a client relationship summary.

How to fill out client relationship summary?

Financial advisors or firms must provide accurate and complete information about their services, fees, conflicts of interest, and disciplinary history in the client relationship summary.

What is the purpose of client relationship summary?

The purpose of the client relationship summary is to help clients make informed decisions about their financial advisors or firms by providing key information in a clear and concise manner.

What information must be reported on client relationship summary?

The client relationship summary must include information about the services offered, fees charged, conflicts of interest, and disciplinary history of the financial advisor or firm.

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