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Form CRS Customer Relationship Summary March 25, 2024 Item 1: Introduction Our firm, Redhawk Wealth Advisors, Inc., is an investment advisor registered with the Securities and Exchange Commission.

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What is customer relationship summary form?

The Customer Relationship Summary (CRS) form is a document that provides essential information about a financial advisor's services, fees, and obligations to clients, aimed at helping clients make informed decisions.

Who is required to file customer relationship summary form?

Registered investment advisers and broker-dealers are required to file the Customer Relationship Summary form as part of their regulatory obligations.

How to fill out customer relationship summary form?

To fill out the CRS form, firms must provide accurate and clear information regarding their services, fees, investment risks, and the nature of the client-advisor relationship, according to regulatory guidelines.

What is the purpose of customer relationship summary form?

The purpose of the CRS form is to enhance transparency and improve the quality of information provided to retail investors, allowing them to better understand their investment options and the nature of their relationships with advisors.

What information must be reported on customer relationship summary form?

The CRS form must report information including the types of services offered, fees associated with those services, possible conflicts of interest, and the firm's disciplinary history, among other details.

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