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This document provides an overview of the investment advisory services offered by Quattro Advisors, LLC, including details about the services, fees, conflicts of interest, and legal obligations. It aims to inform clients about the differences between investment advisers and broker-dealers and outlines the investment strategies, fees, and costs associated with asset management and financial advisory services.

How to fill out customer relationship summary

How to fill out customer relationship summary

1. Begin with basic customer information: name, contact details, and account number.
2. Summarize the customer's purchase history, including dates, products, and amounts spent.
3. Include notes on customer interactions: dates of contact, topics discussed, and outcomes.
4. Document customer preferences, such as preferred communication methods and product interests.
5. Record any outstanding issues or concerns raised by the customer.
6. Highlight any loyalty programs or rewards the customer is enrolled in.
7. Ensure all information is updated regularly to reflect the most current status of the customer relationship.

Who needs customer relationship summary?

1. Sales teams to understand customer needs and potential for upselling.
2. Customer support teams to provide better service and resolution of issues.
3. Marketing teams to target communications and promotions effectively.
4. Management to analyze customer trends and overall business health.

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What is customer relationship summary?

The customer relationship summary (CRS) is a document that provides essential information about a financial advisor's services, fees, and disciplinary history to help clients make informed decisions.

Who is required to file customer relationship summary?

Registered investment advisors and broker-dealers are required to file the customer relationship summary with the appropriate regulatory authority.

How to fill out customer relationship summary?

To fill out the customer relationship summary, firms must follow the regulatory guidelines, including providing clear and concise information, ensuring accuracy, and incorporating disclosures related to services and fees.

What is the purpose of customer relationship summary?

The purpose of the customer relationship summary is to enhance transparency in the financial services industry and enable clients to better understand their advisors' offerings and any potential conflicts of interest.

What information must be reported on customer relationship summary?

The CRS must report information including the types of services offered, fees and costs, conflicts of interest, standard of conduct, and disciplinary history.