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FORM CRS CLIENT RELATIONSHIP SUMMARY Version Date: 03/25/2021IntroductionPer Stirling Capital Management, LLC (Per Stirling) is registered with the Securities and Exchange Commission (SEC) as an investment

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How to fill out form crs client relationship

01

Start by gathering all the necessary information and documents required to fill out the form.

02

Begin by entering the client's personal details, such as full name, address, contact information, etc.

03

Provide information about the client's financial accounts, including the types of accounts held, account numbers, and balances.

04

Specify the client's tax residency status and provide relevant tax identification numbers.

05

Indicate the client's investment preferences and risk tolerance, if applicable.

06

Complete any additional sections or disclosures required by the form, such as the client's consent and acknowledgment.

07

Review the completed form for accuracy and completeness before submitting it.

08

Make copies of the filled-out form for record-keeping purposes.

09

Submit the form as per the instructions provided, either electronically or through physical submission to the appropriate entity.

Who needs form crs client relationship?

01

The form CRS (Client Relationship Summary) is typically required for financial institutions, such as investment advisors, broker-dealers, and financial planners that offer services to retail clients.

02

Retail clients who engage the services of these financial institutions may also need to fill out the form CRS to provide relevant information about themselves.

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What is form crs client relationship?

Form CRS (Customer Relationship Summary) is a document that financial advisors and brokers are required to provide to clients. It summarizes the services offered, fees, and any potential conflicts of interest to help clients make informed decisions.

Who is required to file form crs client relationship?

Registered investment advisors and broker-dealers are required to file Form CRS to better inform their clients about their services, fees, and obligations.

How to fill out form crs client relationship?

To fill out Form CRS, firms need to provide information about their services, fees, conflicts of interest, disciplinary history, and a summary of the types of clients served. They must ensure that the language is clear and accessible to clients.

What is the purpose of form crs client relationship?

The purpose of Form CRS is to promote transparency and help clients understand the nature of their relationships with financial professionals so they can make informed choices regarding their investments.

What information must be reported on form crs client relationship?

Information required on Form CRS includes the types of services provided, fee structures, disciplinary history, potential conflicts of interest, and a summary of clients served.

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