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Alight Financial Solutions, LLC Form CRS Customer Relationship Summary This Customer Relationship Summary is being provided to help you better understand the services available to you. We are a Broker

We are not affiliated with any brand or entity on this form

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How to fill out form crs - is

01

Gather all relevant financial information required for CRS reporting.

02

Obtain the CRS reporting form from the appropriate tax authority.

03

Fill out the form carefully, providing accurate information about financial accounts and transactions.

04

Double check the form for any errors or missing information before submitting it to the tax authority.

Who needs form crs - is?

01

Financial institutions, investment funds, and other entities holding financial accounts for individuals or entities in participating CRS jurisdictions.

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What is form crs - is?

Form CRS - IS stands for Form Customer Relationship Summary - Investment Adviser Supplement. It is a disclosure document that provides information about an investment adviser, including services offered, fees charged, conflicts of interest, and disciplinary history.

Who is required to file form crs - is?

Investment advisers registered with the Securities and Exchange Commission (SEC) are required to file Form CRS - IS.

How to fill out form crs - is?

Form CRS - IS should be filled out by providing accurate and up-to-date information about the investment adviser, including details on services, fees, conflicts of interest, and disciplinary history.

What is the purpose of form crs - is?

The purpose of Form CRS - IS is to provide retail investors with information to help them make informed decisions about their relationships with investment advisers.

What information must be reported on form crs - is?

Form CRS - IS must include information about the types of services offered, fees charged, conflicts of interest, disciplinary history, and the adviser's standard of conduct.

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