Series 24: 2.4.1.2. Form CRS

Taken from our Series 24 Online Guide

2.4.1.2. Form CRS

Broker-dealers and investment advisers are required to deliver a 1–2 page summary of their relationship with a customer or client when they on-board a new customer or client. The information is summarized in a question and answer format on a required document called Form CRS. New customers should receive a copy of Form CRS at the beginning of the relationship, so that the form can be used to compare broker-dealers and investment advisors. Form CRS must contain information about:

• The relationship and services

• Fees and costs

• Conflicts of interest

• Standard of conduct

• Disciplinary history of the firm and its professionals

• An explanation of how a customer can obtain additional informati

+ Read More

More Series 24 Info

What are people saying?

Create an Account

Since you're reading about Series 24: 2.4.1.2. Form CRS, you might also be interested in:

Series 65 - 6.3.4 Facts to Memorize About IRAs

Series 6 - 6.2.2. Death Benefit

Series 52 - 4.1.4.1. Market Making

Series 7 - 5.2.4 Creating a Listed Option

Please Enable Javascript
to view this content!

Site Login

TESTIMONIALS

What are people saying?

I took my Series 24 on July 28 and passed!! I had not passed 2 prior Series 24 exams and was down to my last attempt. A fellow principal on my team who had not passed his Series 24 his first time told me about the Solomon practice tests and how they helped him. It was such a big help for me passing exam as the questions were structured more like the real exam than any other practice tests I’ve taken. I have since gone to other employees at my firm for other tests, such as the Series 7, SIE among others and have told them about the Solomon test materials and some of them are now purchasing Solomon as well.

Thadius Beavers, Prospera Financial. Dallas, TX.

I had tried another learning system before Solomon and walked into the Series 24 unprepared and subsequently failed. After using the Solomon system for three weeks, taking full advantage of the app on my cell phone I walked into my second attempt very prepared for the type of questions I was going to see. Not only did I pass, I did so with confidence. Thanks so much Solomon!

Steven Eisner, Penn Mutual/HTK, Hauppauge, NY

Excited to say I passed the Series 24 the first time I sat for the exam. The course material and exam simulator were paramount in my preparation.

Ben Young, Berthel Fisher. Cedar Rapids, IA

I passed the Series 24 on the first try with an 80%! This was the highest of all of my Series exam scores and I attribute much of my success to Solomon's amazing study materials. The practice exams are spot-on and the video lectures were a great supplement to the readings. I suggest following the study schedule Solomon provides for a successful outcome!

Katelyn H, Las Vegas, NV

Just wanted to say thank you and give you a good review. I actually found that your test questions were harder than the actual exam and the explanations and the ability to create tests of all of my wrong answers helped me focus on my weak areas of the exam. I passed the first time and don't believe I couldn't have done it without your test bank. Thanks again.

Chris Porosky, FL

Taking the Series 24 class with Karen Solomon this week helped reinforce the data that I learned, and I passed my exam! The material was thorough and the exam simulator was an excellent tool to test your knowledge. Thank you Karen!

Karen Lessard, Concorde Investment Service Frisco, TX