Under FINRA Form CRS, FINRA member firms must provide retail investors with a standardized Form CRS disclosure, a concise 2-page document written in plain language, that explains the firm’s brokerage and investment advisory services, the standard of conduct applicable to each service, the fees and costs customers will pay, the conflicts of interest the firm and its financial professionals have, and whether the firm and its financial professionals have reportable legal or disciplinary events.
A copy of Velocity’s Form CRS is readily available to customers through the firm’s website or upon request.