Important Disclosures
Important Disclosures
We believe that transparency is vital to any relationship. The links below provide important information related to accounts at First Republic. Please contact your wealth management professional for any questions related to your account.
Client Relationship Summary (Form CRS)
Fiduciary Acknowledgment Letter
First Republic Securities Company, LLC
- Transparency Brochure (PDF)
- Eagle Sweep Disclosure (PDF)
- Business Continuity Plan
- FRSC Fee Schedule (PDF)
- Full Service Commission Schedule (PDF)
- Self-Directed Brokerage Commission Schedule (PDF)
- Nonprofit Self-Directed Brokerage Commission Schedule (PDF)
- Premier Self-Directed Brokerage Commission Schedule (PDF)
- PLOC Self-Directed Brokerage Commission Schedule (PDF)
- Disclosure of Order Routing Practices
- First Republic Securities Co., LLC - ERISA 408 (b)(2)
- What Is Life Insurance? (PDF)
- Annuities (PDF)
- New Account Terms and Conditions (PDF)
- Cash Trading Disclosures (PDF)
- Margin Trading Flyer (PDF)