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PortsmouthFinancialServices, Inc.(CRD#13980).
ClientRelationshipSummary(Form CRS)October15,2020
Section1. Introduction. PortsmouthFinancialServices, Inc(PFS)isregisteredasaBrokerDealer(BD)with
theSecuritiesandExchangeCommission(SEC)andasamemberfirmoftheFinancialIndustryRegulatoryAuthority
(FINRA)andtheSecuritiesInvestorProtectionCorporation(SIPC)
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How to fill out bdc pfs form crs
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01
To fill out the BDC PFS Form CRS, follow these steps:
02
Begin by downloading the form from the official website or obtain a physical copy from the designated authority.
03
Provide all the necessary personal information such as name, address, contact details, and identification information.
04
Include detailed information about your financial accounts, including the name of the financial institution, account numbers, and balances.
05
Disclose any relevant investment information, including holdings in securities, mutual funds, or other financial assets.
06
Answer all the questions regarding your financial goals, risk tolerance, and investment preferences.
07
If applicable, provide details about any previous experience with investments or financial services.
08
Review the completed form for accuracy and ensure all required fields are filled in properly.
09
Sign and date the BDC PFS Form CRS to acknowledge the accuracy of the provided information.
10
Submit the form to the appropriate authority or institution as instructed.
Who needs bdc pfs form crs?
01
The BDC PFS Form CRS is typically required by individuals or entities who are seeking financial services or guidance from a registered broker-dealer or financial advisor. It is necessary for those who want to establish a professional relationship with a broker-dealer or receive personalized investment recommendations.
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What is bdc pfs form crs?
BDC PFS Form CRS is a form that must be filed by certain investment advisers that are registered with the SEC.
Who is required to file bdc pfs form crs?
Investment advisers that are registered with the SEC and meet the criteria set forth by the SEC are required to file BDC PFS Form CRS.
How to fill out bdc pfs form crs?
BDC PFS Form CRS must be filled out accurately and completely with all required information about the investment adviser's business practices.
What is the purpose of bdc pfs form crs?
The purpose of BDC PFS Form CRS is to provide retail investors with information about the business practices, conflicts of interest, and services offered by the investment adviser.
What information must be reported on bdc pfs form crs?
BDC PFS Form CRS must include information about the investment adviser's services, fees, conflicts of interest, and disciplinary history.
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