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FORM CRS A SUMMARY OF YOUR ADVISORY RELATIONSHIP WITH PEGASUS PARTNERS LTD MARCH 22, 2022, ITEM 1 INTRODUCTION Pegasus Partners Ltd. is registered with the Securities and Exchange Commission (SEC)

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Obtain the CRS A summary form.

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Read the instructions carefully before filling out the form.

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Fill in your personal details accurately, such as name, address, and contact information.

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Provide information about the financial accounts you hold.

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Declare any relevant tax information as required.

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Individuals who are required to report their financial accounts and tax information to comply with CRS regulations.

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What is form crs a summary?

Form CRS (Client Relationship Summary) is a document that provides important information about a firm to its retail investors in a clear and concise manner.

Who is required to file form crs a summary?

Firms registered with the SEC or state securities regulators that offer services to retail investors are required to file Form CRS.

How to fill out form crs a summary?

Form CRS can be filled out by providing information about the firm's services, fees, conflicts of interest, disciplinary history, and contact information in the required sections of the form.

What is the purpose of form crs a summary?

The purpose of Form CRS is to help retail investors make informed decisions about their relationships with investment advisers and broker-dealers by providing them with key information in an easy-to-understand format.

What information must be reported on form crs a summary?

Information such as the types of services offered, fees and costs, conflicts of interest, disciplinary history, and contact information must be reported on Form CRS.

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