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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: S.F. EHRLICH ASSOCIATES, INC.CRD Number: 121356Annual Amendment All

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Start by carefully reading the instructions provided with the form CRS item 1.

02

Fill in your personal information accurately including your name, address, and tax identification number.

03

Provide details about your tax residency status by indicating the country or countries where you are considered a tax resident.

04

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Double check all the information provided before submitting the form to ensure accuracy and completeness.

Who needs form crs item 1?

01

Individuals or entities who are subject to Common Reporting Standard (CRS) requirements and are requested to complete form CRS item 1.

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What is form crs item 1?

Form CRS item 1 is a section of the Consumer Relationship Summary (CRS) that provides detailed information about the financial professional's services, fees, and potential conflicts of interest.

Who is required to file form crs item 1?

Financial institutions, including broker-dealers and investment advisers, are required to file Form CRS item 1 as part of their regulatory obligations to disclose information to retail investors.

How to fill out form crs item 1?

To fill out form CRS item 1, firms must provide accurate and clear information regarding their services, including descriptions of the services offered, types of fees charged, and any conflicts of interest that may exist.

What is the purpose of form crs item 1?

The purpose of Form CRS item 1 is to ensure that retail investors receive transparent and accessible information about the financial professional's services and associated costs, aiding them in making informed decisions.

What information must be reported on form crs item 1?

Form CRS item 1 requires reporting information about the firm's services, types of accounts available, the fee structure, and any significant conflicts of interest.

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