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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: FAIRVIEW CAPITALCRD Number: 108102Annual Amendment All SectionsRev.
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How to fill out client relationship summary of

01
Begin by gathering all the necessary information about your client, such as their name, contact details, and any relevant background information.
02
Clearly outline the services you offer and include details about your fee structure, any potential conflicts of interest, and how you manage and protect your clients' personal information.
03
Provide a brief description of your firm's experience, qualifications, and the resources you have available to serve your clients.
04
Include information about any disciplinary history or legal proceedings involving your firm or its employees.
05
Clearly state how clients can access additional information, raise concerns or complaints, and make changes to their accounts or services.
06
Review and revise the client relationship summary regularly to ensure it remains accurate and up to date.
07
Finally, make sure to provide the completed client relationship summary to each new and prospective client as required by regulatory guidelines.

Who needs client relationship summary of?

01
Financial advisors, investment professionals, and registered investment advisors need a client relationship summary.
02
Anyone who offers advisory services, manages investment portfolios, or provides financial planning assistance to clients requires a client relationship summary.
03
Both new and existing clients benefit from having a clear and concise document that outlines the key aspects of the advisory relationship.
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The client relationship summary (CRS) is a document that provides essential information about the services offered by a financial advisor, including their fees, investment strategies, and potential conflicts of interest.
Registered investment advisers and broker-dealers are required to file and provide the client relationship summary to their clients.
To fill out the client relationship summary, firms must include specific sections detailing the types of services offered, fees, and the firm's investment philosophy, while ensuring the language is clear and accessible to clients.
The purpose of the client relationship summary is to help investors make informed decisions by providing clear and concise information about a firm’s services and practices.
The CRS must report information such as the types of services offered, fees and costs, investment performance, disciplinary history, and other relevant factors regarding the firm's operations.
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