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投米资讯 > Form CRS

Form CRS

2020-07-30 13:46:12

: Form CRS helps you make more informed decisions
Dear Customer,
We want to let you know that the Securities and Exchange Commission (SEC) introduced a new Client Relationship Summary known as Form CRS. The new Form CRS has an effective date of June 30, 2020. It should further strengthen the relationship between you and Toumi. The Form CRS will help provide you with information that will help us continue to work well together.
Investment advisors will be required to provide you with Form CRS, as of June 30, 2020. It provides information about the relationship between a client and their investment advisor. Standardizing how information is provided raises the level of client understanding and lets you more easily compare offerings and services across the industry. Toumi is registered with the SEC as an investment advisor, You can review our attached registrant Form CRS.
For more information on Form CRS, visit https://www.itoumi.com/ToumiFormCRS.docx .
Sincerely,

Toumi (Cayman) Limited

:CRS表单可帮助您做出更明智的决定
亲爱的客户,
谨在此通知您,美国证券交易委员会(SEC)推出了新的客户关系报告,称为Form CRS。 新的CRS表格的生效日期为2020年6月30日。它将进一步加强您与投米之间的关系。 CRS表格将给您提供更多信息,让我们继续共同努力。
自2020年6月30日起,投资顾问需要为您提供CRS表格。该表格提供有关客户与其投资顾问之间关系的信息。 这种标准化信息提供方式可以提高客户的理解水平,并使您可以更轻松地对比整个行业的产品和服务。您可以查看 投米SEC投资顾问的身份,和我们所附的注册表格CRS。
有关CRS表格的更多信息,请访问
https://www.itoumi.com/ToumiFormCRS.docx
真诚的,

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