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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: ALIGHT FINANCIAL Advisers, LLC CRD Number: 158744Annual Amendment All

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How to fill out form crs client relationship

01

To fill out the form CRS client relationship, follow these steps:

02

Start by entering your personal information such as your name, address, and contact details.

03

Provide information about your financial accounts, including account numbers, the types of accounts, and the financial institutions where the accounts are held.

04

Answer questions regarding your investment goals, risk tolerance, and financial situation.

05

Disclose any relationships you have with other financial professionals or advisors.

06

Review the completed form for accuracy and completeness.

07

Sign and date the form.

08

Submit the form to the relevant financial institution or advisor.

Who needs form crs client relationship?

01

The form CRS client relationship is required for individuals or entities who are seeking to establish a client relationship with a financial institution or advisor. This form is necessary to gather information about the client and their financial needs, goals, and risk profile. It helps the financial institution or advisor to assess the suitability of their services and to comply with regulatory requirements.

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What is form crs client relationship?

Form CRS (Client Relationship Summary) is a form that registered investment advisors and broker-dealers must provide to retail investors.

Who is required to file form crs client relationship?

Registered investment advisors and broker-dealers are required to file form CRS client relationship.

How to fill out form crs client relationship?

Form CRS must be filled out accurately and completely, providing information about the firm's services, fees, conflicts of interest, and disciplinary history.

What is the purpose of form crs client relationship?

The purpose of form CRS is to provide retail investors with key information about the firm to help them make informed decisions about their investments.

What information must be reported on form crs client relationship?

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

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