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This document provides an overview of the brokerage services offered by Seaport Global Securities, LLC, including a description of investment services, fees, and potential conflicts of interest. It emphasizes the differences between brokerage and investment advisory services and includes conversation starters for retail investors to engage with their financial professionals.
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How to fill out customer relationship summary

01
Gather all relevant customer data, including contact information and interaction history.
02
Summarize key customer insights, such as preferences and feedback.
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Include details about the customer's relationship with the company, including length of relationship and any significant milestones.
04
Highlight any ongoing issues or concerns that need addressing.
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Ensure the summary is clear, concise, and easy to understand.

Who needs customer relationship summary?

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Customer service teams to understand and assist customers better.
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Sales teams to identify upselling or cross-selling opportunities.
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Marketing teams to tailor campaigns based on customer relationships.
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Management for strategic decision-making based on customer insights.
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The customer relationship summary is a document that provides essential information about a financial professional's services, fees, and obligations to customers, helping clients to understand the nature of their relationship with the financial institution.
Financial professionals and investment advisory firms are required to file a customer relationship summary with the relevant regulatory authority.
To fill out a customer relationship summary, professionals must provide clear and concise information regarding their services, fees, conflicts of interest, and the types of clients they typically serve, ensuring the language is easily understandable.
The purpose of the customer relationship summary is to enhance transparency and provide potential and current clients with critical information to make informed decisions about their financial engagements.
The summary must report information including the firm's services offered, fees and costs, conflicts of interest, investment authority, and details about the firm’s business model.
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Relevant keywords

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