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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: AVID IAN WEALTH SOLUTIONS, LLC CRD Number: 127186OtherThanAnnual Amendment
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Start by visiting the official website of the financial institution or regulatory authority that requires the CRS Relationship Summary form.
02
Download the form or access it online, depending on the available options provided.
03
Read the instructions carefully to understand what information needs to be filled out.
04
Provide accurate and up-to-date personal information, such as name, address, contact details, and identification number.
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Disclose relevant financial information, including assets, income, and tax residency status.
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Who needs form crs relationship summary?

01
Individuals who have financial accounts or investments with institutions that comply with CRS (Common Reporting Standard) regulations.
02
Financial institutions or regulatory authorities that are mandated to collect CRS Relationship Summary forms from their clients for compliance and reporting purposes.
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Form CRS Relationship Summary is a disclosure document that provides information about the relationship between a financial institution and a retail investor.
Financial institutions that offer services to retail investors are required to file Form CRS Relationship Summary.
Form CRS Relationship Summary can be filled out by providing information about the services offered, fees charged, conflicts of interest, and disciplinary history of the financial institution.
The purpose of Form CRS Relationship Summary is to help retail investors make informed decisions about the services offered by financial institutions.
Information such as services offered, fees charged, conflicts of interest, and disciplinary history of the financial institution must be reported on Form CRS Relationship Summary.
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