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FORM ADV, PART 3: CLIENT RELATIONSHIP SUMMARY March 31, 2021, ICE Advisors, LLC is an investment advisor registered with the Securities and Exchange Commission. Our investment advisory services and
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Step 1: Begin by entering your personal information such as your full name, address, and social security number.
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Step 2: Provide details about your financial accounts, including the type of account and the financial institution's name.
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Step 3: Indicate whether you are an individual or an entity, and provide relevant information accordingly.
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Step 4: Answer the questions about your tax residency and foreign investments.
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What is form crs - 3?
Form CRS-3 is a form that registered investment advisers must file annually with the SEC in order to collect information about their business activities and clients.
Who is required to file form crs - 3?
Registered investment advisers are required to file form CRS-3 with the SEC.
How to fill out form crs - 3?
Form CRS-3 can be filled out electronically through the SEC's Investment Adviser Registration Depository (IARD) system.
What is the purpose of form crs - 3?
The purpose of form CRS-3 is to provide the SEC with information about an investment adviser's business activities and clients.
What information must be reported on form crs - 3?
Information such as assets under management, number of clients, and types of services offered must be reported on form CRS-3.
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