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FORM CRS CUSTOMER RELATIONSHIP SUMMARY Nationwide Planning Associates, Inc. I NPA Asset Management, LLC Introduction NationwidePlanningAssociates,Inc.(NPA)isregisteredwiththeSecuritiesandExchangeCommission(SEC)asasecuritiesbrokerdealer

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How to fill out customer relationship summary form

01

Obtain the customer relationship summary form from your financial institution.

02

Fill in your personal information such as name, address, and contact details.

03

Provide details about your financial goals and risk tolerance.

04

Disclose any relevant financial information such as income and assets.

05

Sign and date the form to acknowledge that the information provided is accurate.

Who needs customer relationship summary form?

01

Individuals seeking financial advice or services from a financial institution.

02

Clients of financial advisors or institutions offering investment products.

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What is customer relationship summary form?

The customer relationship summary form is a document that outlines the nature of the relationship between a financial advisor and their client, detailing the services offered, fees, and potential conflicts of interest.

Who is required to file customer relationship summary form?

Registered investment advisors and broker-dealers are required to file the customer relationship summary form as part of their regulatory obligations.

How to fill out customer relationship summary form?

To fill out the customer relationship summary form, gather all necessary information regarding services provided, fees, and any potential conflicts of interest, and complete the form according to the regulatory guidelines provided by the appropriate authority.

What is the purpose of customer relationship summary form?

The purpose of the customer relationship summary form is to provide clients with clear and concise information about their financial services and to enhance transparency and understanding of the advisor-client relationship.

What information must be reported on customer relationship summary form?

The form must report information such as the types of services offered, fees and costs associated with those services, conflicts of interest, and the advisor's disciplinary history if any.

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