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Longfellow Investment Management Co., LLC Client Relationship Summary (Form CRS)Introduction Longfellow Investment Management Co., LLC (LIM) is registered with the SEC as an investment adviser under
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How to fill out lim form crs
How to fill out lim form crs
01
To fill out the LIM Form CRS, follow these steps:
02
Start by entering your personal information such as your name, address, and contact details.
03
Next, provide details about your employment status, including your occupation and employer's name.
04
Fill in the sections related to your financial information, such as your income, assets, and liabilities.
05
Provide information about your investment objectives and risk tolerance.
06
Answer the questions regarding your investment experience and knowledge.
07
Finally, review the form to ensure all the provided information is accurate and sign it at the appropriate section.
Who needs lim form crs?
01
The LIM Form CRS is required by individuals who are considering or already engaging in investment activities.
02
It is essential for individuals who are seeking professional advice or services from a registered investment adviser or firm.
03
It helps to ensure that investors receive important information about the services, fees, and potential risks associated with their chosen investment advisor.
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What is lim form crs?
The Common Reporting Standard (CRS) is a standard for the automatic exchange of financial account information between tax authorities to help combat tax evasion.
Who is required to file lim form crs?
Financial institutions in participating jurisdictions are required to file the CRS.
How to fill out lim form crs?
You can fill out the CRS by providing information about foreign accounts held by your institution and report it to the relevant tax authority.
What is the purpose of lim form crs?
The purpose of the CRS is to increase tax transparency and combat tax evasion by ensuring that financial account information is reported to tax authorities.
What information must be reported on lim form crs?
Information such as the account holder's name, address, tax identification number, account balance, and income generated from the account must be reported on the CRS.
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