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1St Discount Brokerage, Inc. Form Customer Relationship Summary March 31, 2024CRS Received Account # ___ Name: ___ Client Initials: ___ Joint:___ Date: ___ Date:___Item 1. Introduction 1st Discount
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How to fill out customer-relationship-summary-form-crs

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Obtain the customer-relationship-summary-form-crs from the appropriate financial institution or advisor.
02
Fill in your personal information such as name, address, and contact details.
03
Provide information about the financial products or services you are currently using or are interested in.
04
Review the summary form for accuracy and completeness before submitting it to the financial institution or advisor.

Who needs customer-relationship-summary-form-crs?

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Individuals who are looking to understand and compare the financial products and services offered by different institutions or advisors.
02
Clients who want a clear and concise summary of their financial relationship with a particular institution or advisor.
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The Customer Relationship Summary (CRS) is a form that provides essential information about a financial advisor's services, fees, and conflicts of interest to clients.
Registered investment advisers and broker-dealers are required to file the Customer Relationship Summary form.
To fill out the CRS, firms must provide clear and concise information about their services, fees, and potential conflicts of interest as outlined by the SEC requirements.
The purpose of the CRS is to enhance transparency and help clients better understand the nature of their relationship with financial advisors.
The CRS must include information on services offered, fees and costs, investment objectives, conflicts of interest, and disciplinary history.
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