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Customer Relationship Summary (Form CRS)1, June 30, 2020 Introduction SVB Leerink LLC (SVB Leerink, we, us, or our) is registered with the Securities and Exchange Commission (SEC) as a brokerdealer

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How to fill out customer relationship summary form

01

Gather all necessary information such as client name, contact information, investment goals, risk tolerance, investment timeline, and any other relevant details.

02

Ensure the form is properly dated and signed by both the client and the financial advisor.

03

Provide a detailed summary of the client's investment profile, including any specific recommendations or strategies discussed.

04

Review the completed form with the client to ensure accuracy and address any questions or concerns they may have.

05

Keep a copy of the form on file for record keeping purposes and future reference.

Who needs customer relationship summary form?

01

Financial advisors who are working with clients to manage their investments.

02

Clients who want a clear summary of their investment profile and recommendations provided by their financial advisor.

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What is customer relationship summary form?

The Customer Relationship Summary (CRS) form is a document that provides essential information about the services and fees of a financial advisor or firm. It aims to help customers understand the relationships they have with their advisors.

Who is required to file customer relationship summary form?

Investment advisors and broker-dealers are required to file the Customer Relationship Summary form, providing it to their retail customers.

How to fill out customer relationship summary form?

To fill out the Customer Relationship Summary form, firms must include specific information about their services, the fees associated with services, the types of clients they typically serve, and other relevant disclosures as prescribed by regulators.

What is the purpose of customer relationship summary form?

The purpose of the Customer Relationship Summary form is to enhance transparency and provide retail investors with key information about their financial professionals, enabling them to make informed decisions.

What information must be reported on customer relationship summary form?

The CRS form must report information such as the types of services offered, the fee structures, potential conflicts of interest, and the firm’s disciplinary history, along with descriptions of specific services.

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