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Knox Financial Services, LLC Jason Knox, AIF, CRC Financial Advisor 122 Winnebago Street Deborah, IA 52101 8775669468 5634228824 jknox@knoxfin.com www.knoxfin.comForm CRS: Helping You Understand the

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Who needs form crs helping you?

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Individuals who are required to report their financial assets and income to the respective tax authorities.

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Financial institutions or organizations that are mandated to collect and submit CRS (Common Reporting Standard) information to comply with international tax regulations.

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What is form crs helping you?

Form CRS, or Form ADV Part 3, is designed to provide retail investors with information on the background and practices of their financial advisor.

Who is required to file form crs helping you?

Financial advisors or firms who provide investment advice to retail investors are required to file Form CRS.

How to fill out form crs helping you?

Form CRS can be filled out electronically through the SEC's IARD system. It requires information on the advisor's services, fees, conflicts of interest, and disciplinary history.

What is the purpose of form crs helping you?

The purpose of Form CRS is to help retail investors make more informed decisions about their financial advisors by providing clear and concise information about the advisor's background and practices.

What information must be reported on form crs helping you?

Form CRS requires information on the advisor's services, fees, conflicts of interest, disciplinary history, and the firm's legal and regulatory background.

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