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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: FREESTONE CAPITAL MANAGEMENT, LLC CRD Number: 145711OtherThanAnnual
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01
Obtain a copy of customer relationship summary form from the appropriate source.
02
Read the instructions provided on the form to understand what information needs to be filled out.
03
Fill in the required fields with accurate and up-to-date information about the company's services, fees, and other relevant details.
04
Review the completed form to ensure all necessary information has been provided.
05
Submit the filled out form to the relevant authority or regulatory body.

Who needs customer relationship summary ampquotform?

01
Financial advisors and investment firms who are required to provide transparency and disclosure of their services, fees, and other important details to clients.
02
Regulatory bodies and authorities who use the customer relationship summary form to assess and monitor the conduct of financial advisors and investment firms.
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The customer relationship summary form is a document that provides key information about the relationship between a customer and a financial institution.
Financial institutions are required to file customer relationship summary forms.
Customer relationship summary forms can be filled out by providing accurate and detailed information about the customer's relationship with the financial institution.
The purpose of the customer relationship summary form is to ensure transparency and provide customers with a clear understanding of their relationship with a financial institution.
Customer relationship summary forms must report information such as fees, services, and key terms of the customer's relationship with the financial institution.
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