Disclosures, in plain language.
The two documents below are sample placeholders prepared for this design preview. Benchmark Financial Planning is a fictional firm; in a live engagement, this page would carry the firm's actual Form CRS and privacy policy.
Sample document · Client Relationship Summary
Client Relationship Summary
Sample for preview purposes. A Client Relationship Summary (Form CRS) describes, in two pages or less: the services an advisory firm offers, the fees you pay and how the firm earns them, the firm's legal obligations to you, any conflicts of interest, and where to find the firm's full disclosures.
For Benchmark, the short version reads the way the rest of this site does: fee-only advice, a single transparent fee based on assets under management, no commissions or third-party revenue, assets held in your name at an independent custodian, and a fiduciary duty on every recommendation.
The final document would be filed with the appropriate regulator and provided before or at the start of any client relationship.
Sample document · Privacy Policy
Privacy Policy
Sample for preview purposes. An advisory firm's privacy policy explains what nonpublic personal information the firm collects, why it collects it, with whom it may be shared, and how it is protected.
Benchmark's working rule fits in one line: we collect only what the plan requires, we share it only with the custodian and service providers the plan requires, and we sell it to no one.
The final document would describe data handling, safeguarding practices, and your choices in full, and would be delivered at account opening and annually thereafter.