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MARCH 12, 2024: FORM CRS (CLIENT RELATIONSHIP SUMMARY) A SUMMARY OF YOUR ADVISORY RELATIONSHIP WITH TRACTION FINANCIAL PARTNERS, LLC Traction Financial Partners, LLC is registered with the Securities
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01
Review the form and familiarize yourself with the sections and questions.
02
Fill in all required information accurately.
03
Provide detailed information about the nature and scope of the services you offer.
04
Disclose any conflicts of interest or potential conflicts of interest.
05
Clearly explain your fee structure and any additional charges.
06
Ensure the form is signed and dated by both you and the client.

Who needs customer relationship summary form?

01
Financial advisors, brokers, and dealers who provide advisory services to clients.
02
Anyone in the financial services industry who has a direct client relationship and must disclose relevant information.
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The customer relationship summary form is a document that provides information about the services provided by a financial advisor or investment firm to their clients.
Financial advisors or investment firms are required to file the customer relationship summary form.
To fill out the customer relationship summary form, the advisor or firm must provide details about the services offered, fees charged, conflicts of interest, and other relevant information.
The purpose of the customer relationship summary form is to inform clients about the services, fees, and potential conflicts of interest that may arise in their relationship with the advisor or firm.
The customer relationship summary form must include information about the advisor's services, fees, conflicts of interest, disciplinary history, and contact information.
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