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Form ADV Part 3 Client Relationship Summary Date: 01/27/2022FINANCIAL CHOICE INC., doing business as Nexus, (FC) is an investment adviser registered with the U.S. Securities and Exchange Commission

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How to fill out form adv crs part

01

Gather all necessary information and documents required to fill out form ADV CRS Part.

02

Carefully read the instructions provided on the form to understand each section properly.

03

Start filling out the form by entering your firm's name, contact information, and registration details.

04

Provide information about your firm's services, fees, conflicts of interest, and disciplinary history as per the instructions.

05

Review the completed form to ensure all sections are accurately filled out.

06

Sign and date the form before submitting it as required.

Who needs form adv crs part?

01

Investment advisers registered with the Securities and Exchange Commission (SEC) are required to fill out form ADV CRS Part.

02

It is designed to provide retail investors with key information about their firm's services, fees, conflicts of interest, and disciplinary history.

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What is form adv crs part?

Form ADV Part 3, also known as Form CRS, is a disclosure document that provides important information about a firm offering advisory services to retail investors.

Who is required to file form adv crs part?

Firms registered with the SEC as investment advisers are required to file Form ADV Part 3.

How to fill out form adv crs part?

Form ADV Part 3 can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of form adv crs part?

The purpose of Form ADV Part 3 is to provide retail investors with key information about the services offered, fees charged, conflicts of interest, and disciplinary history of the firm.

What information must be reported on form adv crs part?

Form ADV Part 3 requires firms to provide information on their services, fees, legal and disciplinary history, and conflicts of interest.

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