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March 24, 2021Client Relationship Summary Big Sur Wealth Management, LLC (BSM, the Adviser, our, we, or us), who conducts business under the name of Big Sur Partners, LLC, is registered with the Securities

How to fill out form crs template final

How to fill out form crs template final

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What is form crs template final?

Form CRS (Client Relationship Summary) template final explains the financial services of a firm, fees, conflicts of interests, disciplinary history, and other important information to retail investors.

Who is required to file form crs template final?

Firms registered with the SEC (Securities and Exchange Commission) that offer services to retail investors are required to file form CRS template final.

How to fill out form crs template final?

Form CRS template final can be filled out by providing accurate information about the firm's services, fees, disciplinary history, conflicts of interest, and other required details.

What is the purpose of form crs template final?

The purpose of form CRS template final is to provide retail investors with essential information about the firm's services and to help them make informed decisions.

What information must be reported on form crs template final?

Form CRS template final must include information about the firm's services, fees, conflicts of interest, disciplinary history, and other important details.