Form CRS - Customer Relationship Summary

Form CRS Coming Soon

We are currently preparing our Customer Relationship Summary (Form CRS) as required by the Securities and Exchange Commission. This document will be available before we begin providing investment advisory services.

What is Form CRS?

Form CRS (Customer Relationship Summary) is a brief relationship summary that investment advisers must provide to retail investors. It is designed to help retail investors understand the nature of their relationship with their investment adviser.

What will our Form CRS include?

Relationships and Services: What investment services and advice can you provide me?
Fees, Costs, Conflicts, and Standard of Conduct: What fees will I pay?
Conflicts of Interest: What are your legal obligations to me when providing recommendations?
Disciplinary History: How else does your firm make money and what conflicts of interest do you have?
Additional Information: Do you or your financial professionals have legal or disciplinary history?

Key Questions to Ask

Our Form CRS will help you ask key questions such as:

Given my financial situation, should I choose an investment advisory service? Why or why not?
How will you choose investments to recommend to me?
What is your relevant experience, including your licenses, education and other qualifications?
What do these fees and costs mean to me?
How might your conflicts of interest affect me, and how will you address them?

Regulatory Compliance

Overscale is committed to full compliance with SEC regulations. Our Form CRS will be filed with the SEC and made available to all prospective and existing clients before we begin providing investment advisory services.