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Learn about Mountain Capital Investment Advisors and their fiduciary duty, investment services, fees, and how to protect your financial interests as of June 30, 2020.
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What is customer relationship summary?
A Customer Relationship Summary (CRS) is a document that provides a clear and concise summary of the services an investment firm offers, the fees associated with those services, and the potential conflicts of interest.
Who is required to file customer relationship summary?
Investment firms that offer services to retail clients are required to file a Customer Relationship Summary.
How to fill out customer relationship summary?
To fill out a Customer Relationship Summary, firms must disclose information regarding their services, fees, costs, risks, and conflicts of interest in a standardized format as stipulated by regulatory agencies.
What is the purpose of customer relationship summary?
The purpose of a Customer Relationship Summary is to provide clients with essential information in a clear format to help them make informed decisions about the investment services they engage in.
What information must be reported on customer relationship summary?
A CRS must report information about the firm's services, fees, disciplinary history, conflicts of interest, and the firm's standards of conduct.
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