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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: COLBERT INVESTMENT MANAGEMENT CORD Number: 108642OtherThanAnnual Amendment

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How to fill out form crs - colbert

01

Obtain a copy of form CRS - colbert from the relevant source (e.g. financial institution, online)

02

Gather all necessary information and documentation required to complete the form (e.g. personal information, financial information)

03

Read the instructions provided on the form carefully to understand what information needs to be filled out in each section

04

Fill out the form accurately and completely, making sure to double-check all entries before submitting

05

Submit the completed form according to the instructions provided (e.g. online submission, mailing it to the relevant address)

Who needs form crs - colbert?

01

Individuals or entities who are clients or potential clients of Colbert - a financial institution or advisory firm that is required to provide form CRS as part of their regulatory obligations

02

Anyone seeking information about Colbert's services, fees, conflicts of interest, and disciplinary history

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What is form crs - colbert?

Form CRS - Colbert is a document that financial advisers are required to provide to retail investors. It is a concise disclosure document that provides information about the services, fees, conflicts of interest, and disciplinary history of the adviser.

Who is required to file form crs - colbert?

Financial advisers who provide services to retail investors are required to file Form CRS - Colbert.

How to fill out form crs - colbert?

Form CRS - Colbert can be filled out by providing accurate information about the adviser's services, fees, conflicts of interest, and disciplinary history in a clear and concise manner.

What is the purpose of form crs - colbert?

The purpose of Form CRS - Colbert is to provide retail investors with important information about the financial adviser's services, fees, conflicts of interest, and disciplinary history in a clear and concise manner.

What information must be reported on form crs - colbert?

Form CRS - Colbert must include information about the adviser's services, fees, conflicts of interest, and disciplinary history in a clear and concise manner.

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