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Who is responsible for writing form CRS?

Form CRSshort for client or customer relationship summaryis a mandatory written disclosure that broker-dealers and registered investment advisors (RIAs) must provide to clients that discloses key information about the broker-dealers background and practices.

When must form CRS be delivered?

Investment advisers must send Form CRS to clients and prospective clients before or at the time they enter an investment advisory contract with the retail investor. This includes oral agreements.

What is the form CRS?

SEC regulations require clients to have access to an easy-to-read disclosure form regarding the nature of their relationship with the firm, called the Customer Relationship Summary, or Form CRS. Form CRS includes: The types of client relationships and services the firm offers.

What does CRS stand for in investments?

Registered broker-dealers and registered investment advisers are required to provide a new customer or client relationship summary (also called Form CRS) to retail investors.

Who needs to file form CRS?

If you are a broker-dealer and are required to deliver a relationship summary to a retail investor, you must file Form CRS electronically through Web CRD, operated by the Financial Industry Regulatory Authority, Inc. (FINRA). Your relationship summary will be publicly disseminated through BrokerCheck.

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