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Customer Relationship Summary (Form CRS) October 26, 2022About us American Century Investment Services, Inc. (American Century Investments), which is registered with the Securities and Exchange Commission
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Form CRS Investment Planner is a document designed to provide investors with essential information about investment advisers and broker-dealers, helping them understand the services offered, costs, and potential conflicts of interest.
Investment advisers and broker-dealers are required to file Form CRS if they provide investment services to retail investors.
To fill out Form CRS Investment Planner, you need to provide information about your business, the services you offer, your fees, any potential conflicts of interest, and your investment strategies, ensuring clarity and transparency for the investors.
The purpose of Form CRS Investment Planner is to enhance investor protection by promoting transparency and providing clear and concise information about the investment services, fees, and risks associated with those services.
Form CRS must report information including the types of services provided, the fees and costs associated with those services, any disciplinary history, conflict of interest disclosures, and the firm's customer relationship guide.
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