Form CRS — Client Relationship Summary

A Form CRS (Client Relationship Summary) is a short document that describes, in plain language, the relationship between a firm and retail investors — including the types of services offered, fees, conflicts, and how to get more information.

1. Purpose of this page

This page explains what Form CRS is and how to obtain TRW Management’s current Form CRS. It is an informational summary for website visitors. It does not replace the official Form CRS PDF (or paper copy) that you should receive and review before or when you become a retail client, as required under applicable SEC rules.

2. What Form CRS typically covers

Depending on the firm’s registration and offerings, a Form CRS generally addresses topics such as:

• Whether the firm offers brokerage services, investment advisory services, or both.
• Fees and costs you might pay, and how the firm is compensated.
• Conflicts of interest that could affect recommendations or services.
• Standards of conduct that apply to the firm and its professionals.
• Disciplinary history (if any) and where to find more detail.
• How to contact the firm and where to get additional investor education.

3. How our services relate (high level)

TRW Management discusses managed trading and retirement-oriented account arrangements in which client assets are typically held at a third-party broker in the client’s name. Details of any advisory or trading relationship, fees, and authorizations are confirmed in writing during onboarding and in the official Form CRS and related agreements — not solely by marketing copy on this website.

4. How to get the current Form CRS

To receive the latest Form CRS:

• Email [email protected] with the subject line “Form CRS request,” or
• Use the Get started form on the homepage and ask for Form CRS in the message field.

We will send the current version promptly. You may also ask for a paper copy.

5. Questions and complaints

For questions about our services or Form CRS, contact us at the email above. For investor education and to check a financial professional’s background, visit investor resources such as Investor.gov and BrokerCheck (as applicable to the professionals you work with).

6. Updates

We update Form CRS when required. The date on this page reflects when this website summary was last revised; always rely on the dated Form CRS document we provide for the official text.