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Client Relationship Summary (Form CRS) Effective March 20, 2023IntroductionLongfellow Investment Management Co., LLC (LIM, we, us, or the Firm) is an investment adviser registered with the U.S. Securities

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How to fill out form client relationship summary

01

Gather all necessary information such as the client's personal details, investment objectives, financial situation, and risk tolerance.

02

Provide a clear and concise summary of the services being offered to the client.

03

Include information on the fees and costs associated with the services.

04

Clearly disclose any conflicts of interest that may arise during the client-advisor relationship.

05

Review the completed form with the client to ensure accuracy and understanding before obtaining their signature.

Who needs form client relationship summary?

01

Any financial advisor or firm who is providing investment advice or services to clients needs to fill out Form Client Relationship Summary.

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What is form client relationship summary?

Form Client Relationship Summary, also known as Form CRS, is a document that registered investment advisers and broker-dealers must provide to retail investors.

Who is required to file form client relationship summary?

Registered investment advisers and broker-dealers are required to file Form CRS.

How to fill out form client relationship summary?

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

What is the purpose of form client relationship summary?

The purpose of Form CRS is to provide retail investors with a concise summary of the key aspects of their relationship with a financial firm.

What information must be reported on form client relationship summary?

Form CRS must include information on the firm's services, fees, disciplinary history, conflicts of interest, and the qualifications of its employees.

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