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FLY Capital Advisors, Form CRS Client Relationship Summary May 2020Introduction FLY Capital Advisors is an investment advisory firm registered with the Securities and Exchange Commission. We feel

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How to fill out form crs relationship summary

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Obtain the form CRS Relationship Summary from the relevant financial institution or website.

02

Fill in your personal information such as name, address, and contact details.

03

Disclose any relevant financial relationships or affiliations.

04

Provide details about your investment objectives and risk tolerance.

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Sign and date the form to certify the accuracy of the information provided.

Who needs form crs relationship summary?

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Individuals who have financial accounts or relationships with foreign financial institutions.

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What is form crs relationship summary?

Form CRS (Customer Relationship Summary) is a form that provides retail investors with essential information about the nature of their relationships with investment advisers and broker-dealers.

Who is required to file form crs relationship summary?

Investment advisers and broker-dealers registered with the SEC are required to file Form CRS.

How to fill out form crs relationship summary?

Form CRS can be filled out by providing information about the firm's services, fees, conflicts of interest, disciplinary history, and other relevant information in a concise and easily understandable format.

What is the purpose of form crs relationship summary?

The purpose of Form CRS is to help retail investors make informed decisions about their relationships with investment advisers and broker-dealers by providing them with key information in a clear and concise manner.

What information must be reported on form crs relationship summary?

Form CRS must include information about the firm's services, fees, conflicts of interest, disciplinary history, and other important aspects of the firm's business.

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