Get the free Customer Relationship Summary

This document provides a summary of the services offered by Planner Securities, LLC, a registered broker/dealer. It outlines the various investment products available, the fee structure, conflicts of interest, and the lack of investment advice provided to clients. Additionally, it encourages clients to conduct their own research and understand the fees that may apply to their accounts.

How to fill out customer relationship summary

How to fill out customer relationship summary

1. Start with basic customer information: Name, contact details, and company information.
2. Provide a summary of the customer's history with your business, including purchase history and interactions.
3. Highlight key customer needs and preferences that have been identified.
4. Document any issues or complaints raised by the customer and their resolutions.
5. Include any notes on customer feedback or surveys that have been completed.
6. Specify the current status of the relationship and any upcoming actions planned.

Who needs customer relationship summary?

1. Sales teams looking to understand customer relationships better.
2. Customer service representatives for improved support.
3. Marketing teams targeting specific customer segments.
4. Management for strategic decisions based on customer data.
5. Business analysts evaluating customer satisfaction and retention.

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What is customer relationship summary?

A Customer Relationship Summary (CRS) is a document that provides a brief overview of the services and fees associated with a financial advisor or firm, designed to help clients make informed decisions about their financial relationships.

Who is required to file customer relationship summary?

Investment advisers and broker-dealers registered with the SEC or state regulatory authorities are required to file a Customer Relationship Summary.

How to fill out customer relationship summary?

To fill out a Customer Relationship Summary, firms must provide clear and concise information about their services, fees, risks, and conflicts of interest, following the specific guidelines set by regulatory authorities.

What is the purpose of customer relationship summary?

The purpose of the Customer Relationship Summary is to enhance transparency and ensure that clients have essential information about their financial advisors before engaging in services.

What information must be reported on customer relationship summary?

The CRS must include information about the types of services offered, fees and costs, performance, conflicts of interest, and the disciplinary history of the firm or its advisors.