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Form CRS Customer Relationship Summary Allstate Financial Services, LLC Allstate Financial Advisors, LLC March 31, 2023Item 1. Introduction Allstate Financial Services, LLC (AFS) is registered with

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How to fill out form customer relationship summary

01

Start by gathering all necessary information about the customer's relationship with the business.

02

Provide a brief summary of the services offered by the business and how they benefit the customer.

03

Include details about any fees or charges associated with the services.

04

Clearly outline the terms and conditions that govern the relationship between the customer and the business.

05

Make sure to use clear and concise language that is easy for the customer to understand.

Who needs form customer relationship summary?

01

Financial institutions such as banks, investment firms, and insurance companies are required to provide customers with a customer relationship summary.

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What is form customer relationship summary?

The Customer Relationship Summary is a document that provides essential information about a financial firm's services, fees, and conflicts of interest, aimed at helping clients make informed decisions.

Who is required to file form customer relationship summary?

Registered investment advisers and broker-dealers are required to file the Customer Relationship Summary.

How to fill out form customer relationship summary?

To fill out the Customer Relationship Summary, firms should gather information about their services, fees, investment risks, and any conflicts of interest, and then complete the form according to regulatory guidelines.

What is the purpose of form customer relationship summary?

The purpose of the Customer Relationship Summary is to provide clients with clear and concise information about the firm’s services, ensuring transparency and aiding in decision-making.

What information must be reported on form customer relationship summary?

The information that must be reported includes types of services offered, fees and costs, investment risks, conflicts of interest, and disciplinary history, among other relevant details.

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