Get the free CLIENT RELATIONSHIP SUMMARY Form CRS March 2022

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CLIENT RELATIONSHIP SUMMARY GW&K Investment Management, LLC March 31, 2022GW&K Investment Management, LLC (GW&K) is a Securities and Exchange Commission (SEC) registered investment adviser with office

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Who needs client relationship summary form?

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Any entity that provides financial advice or services to clients

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What is client relationship summary form?

The client relationship summary form, also known as Form CRS, is a document that provides important information about a firm's services, fees, conflicts of interest, and disciplinary history.

Who is required to file client relationship summary form?

Firms registered with the SEC or state regulators that offer investment advisory services to retail clients are required to file Form CRS.

How to fill out client relationship summary form?

Firms can fill out Form CRS by providing accurate and concise information about their services, fees, conflicts of interest, and disciplinary history in the required sections of the form.

What is the purpose of client relationship summary form?

The purpose of Form CRS is to enhance transparency and improve communication between firms and their clients by providing key information in a standardized format.

What information must be reported on client relationship summary form?

Form CRS requires firms to disclose information such as their services, fees, conflicts of interest, disciplinary history, and key personnel.

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