524 pages. "The relationship summary [on Form CRS] is intended to inform retail investors about: [1] the types of client and customer relationships and services the firm offers; [2] the fees, costs, conflicts of interest, and required standard of conduct associated with those relationships and services; [3] whether the firm and its financial professionals currently have reportable legal or disciplinary history; and [4] how to obtain additional information about the firm.... Retail investors will receive a relationship summary at the beginning of a relationship with a firm, communications of updated information following a material change to the relationship summary, and an updated relationship summary upon certain events. The relationship summary is subject to Commission filing and recordkeeping requirements."  MORE >>