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February 2024Customer Relationship Summary Form CRS Waterway Wealth Management is registered with the Securities and Exchange Commission (SEC) as an investment adviser. Brokerage and investment advisory

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How to fill out customer relationship summary form

01

Gather all necessary information about the customer and their relationship with your business.

02

Begin by filling out the customer's name, contact information, and any relevant account numbers.

03

Include details about the products or services the customer has purchased or expressed interest in.

04

Provide a summary of the customer's investment objectives, risk tolerance, and any financial goals they have shared with you.

05

Document any communication or meetings you have had with the customer regarding their accounts or investments.

06

Review the completed form for accuracy and completeness before sharing it with the customer.

Who needs customer relationship summary form?

01

Financial advisors

02

Wealth managers

03

Brokers

04

Investment firms

05

Any business that has a relationship with customers involving financial products or services

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What is customer relationship summary form?

The customer relationship summary form is a document that provides clients with important information about their relationship with a financial advisor, including the services offered, fees, and potential conflicts of interest.

Who is required to file customer relationship summary form?

Investment advisers and broker-dealers must file the customer relationship summary form as part of regulatory requirements to inform clients about their services and operations.

How to fill out customer relationship summary form?

To fill out the customer relationship summary form, firms need to provide accurate details about their services, fees, various account types, and any potential conflicts of interest while adhering to regulatory guidelines.

What is the purpose of customer relationship summary form?

The purpose of the customer relationship summary form is to enhance transparency and ensure that clients receive clear and concise information regarding their financial service providers.

What information must be reported on customer relationship summary form?

The form must report information including the types of services offered, the fees associated with those services, conflicts of interest, and how to obtain further information about the advisor or firm.

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