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Luken Investment Analytics, LLC Form CRS Relationship Summary March 31, 2022 Introduction We are an investment adviser registered with the Securities and Exchange Commission (SEC). We provide advisory

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How to fill out form crs disclosure

01

To fill out the form CRS Disclosure, follow these steps:

02

Start by writing the name of the firm or financial institution that is providing the CRS Disclosure form.

03

Next, include the date on which the form is being filled out.

04

Provide the required information about the firm, such as its mailing address, phone number, and email address.

05

Clearly state the services provided by the firm and the types of accounts it offers.

06

Indicate any fees or costs associated with the services or accounts.

07

Explain the potential risks and conflicts of interest that may arise from the firm's services.

08

Provide information about the firm's disciplinary history, if applicable.

09

Summarize any legal or regulatory obligations that the firm is subject to.

10

Include a statement about the client's rights and how to exercise them.

11

Finally, sign and date the form, certifying its accuracy and completeness.

Who needs form crs disclosure?

01

The form CRS Disclosure is required for financial firms and institutions that provide investment advisory services to retail clients. These firms include registered investment advisers, broker-dealers, and dual registrants who offer both advisory and brokerage services. Retail clients refer to individuals or legal entities who use the advisory services of these firms primarily for personal, family, or household purposes. Submitting the form CRS Disclosure ensures that the firm is transparent about its services, fees, conflicts of interest, and other relevant information, helping retail clients make informed decisions.

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What is form crs disclosure?

Form CRS (Customer Relationship Summary) is a regulatory document that provides retail investors with information about the services and fees of broker-dealers and investment advisers.

Who is required to file form crs disclosure?

Broker-dealers and investment advisers are required to file Form CRS disclosure with the Securities and Exchange Commission (SEC).

How to fill out form crs disclosure?

To fill out Form CRS, entities must provide specific information about their services, fees, conflicts of interest, and standards of conduct. The form must be completed in a straightforward and concise manner.

What is the purpose of form crs disclosure?

The purpose of Form CRS is to provide investors with essential information that helps them understand the nature of their relationship with financial professionals, ensuring informed decision-making.

What information must be reported on form crs disclosure?

Form CRS requires reporting on the services offered, fees and costs, risks, conflicts of interest, and the firm's disciplinary history, among other details.

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