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FORM CRS Relationship Summary June 30, 2020, Introduction World First Financial Services, Inc. (World) is a full service broker dealer registered with the Securities & Exchange Commission (SEC), Financial

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What is new adv part 3?

New adv part 3 is a section of the Form ADV that must be filed by SEC-registered investment advisers.

Who is required to file new adv part 3?

SEC-registered investment advisers are required to file new adv part 3.

How to fill out new adv part 3?

New adv part 3 can be filled out online through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of new adv part 3?

The purpose of new adv part 3 is to provide clients and potential clients with important information about an investment adviser's business practices.

What information must be reported on new adv part 3?

New adv part 3 must report information such as the adviser's services, fees, conflicts of interest, and disciplinary history.

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