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This document provides essential information regarding the investment advisory services offered by Rothschild & Co Asset Management US Inc., including details on investment strategies, fees, legal obligations, and how the firm manages conflicts of interest.

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How to fill out client relationship summary form

01

Gather all necessary client information including name, contact details, and company information.

02

Review any previous interactions or notes related to the client.

03

Fill out sections on the form that detail the client's needs and expectations.

04

Include any relevant background information about the client and their industry.

05

List out the goals and objectives of the client relationship.

06

Specify the points of contact and roles of each team member involved.

07

Highlight any potential challenges or considerations in managing the client relationship.

08

Review the completed form for accuracy and completeness before submission.

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What is client relationship summary form?

The client relationship summary form is a document that provides essential information about a financial advisor's services, fees, and conflicts of interest to clients.

Who is required to file client relationship summary form?

Registered investment advisers and broker-dealers are required to file the client relationship summary form with the appropriate regulatory authorities.

How to fill out client relationship summary form?

To fill out the client relationship summary form, firms must provide standardized information regarding their services, fees, investment strategies, and other relevant details in a clear and client-friendly manner.

What is the purpose of client relationship summary form?

The purpose of the client relationship summary form is to enhance transparency, allowing clients to better understand the financial services provided and the associated fees and risks.

What information must be reported on client relationship summary form?

The information that must be reported includes the types of services offered, the fees and costs of those services, any conflicts of interest, and the advisor's disciplinary history.

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