Get the free Client Relationship Summary Form CRS/Form ADV Part 3

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Client Relationship Summary (Form ADV Part 3: Form CRS) March 31, 2024, Item 1. Introduction Jensen Investment Management (Jensen) is an investment advisor registered with the SEC under the Investment

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How to fill out client relationship summary form

01

Obtain a copy of the client relationship summary form

02

Provide accurate and up-to-date information about the firm's services, fees, and conflicts of interest

03

Disclose any disciplinary history

04

Ensure all required sections are completed correctly

05

Review the form for accuracy before submitting it to the client

Who needs client relationship summary form?

01

Financial advisors and firms who are required to comply with regulations such as SEC Regulation Best Interest or Form CRS

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What is client relationship summary form?

The client relationship summary form is a document that provides essential information regarding the firm’s services, fees, and potential conflicts of interest, helping clients understand the nature of their relationships with financial advisors.

Who is required to file client relationship summary form?

Registered investment advisors and broker-dealers are required to file the client relationship summary form.

How to fill out client relationship summary form?

To fill out the client relationship summary form, firms must provide information about their services, fees, and conflicts of interest in a clear and concise manner, following the guidelines set by the regulatory authorities.

What is the purpose of client relationship summary form?

The purpose of the client relationship summary form is to enhance transparency and inform clients about the nature and scope of the services they receive from financial advisors.

What information must be reported on client relationship summary form?

Information that must be reported includes services offered, fees and costs, disciplinary history, conflicts of interest, and the firm’s contact information.

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