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FORM CRS Client Relationship Summary Atlas Capital Management Corp. (ACM) is an investment advisor registered with the Securities and Exchange Commission. We feel it is important for you to understand
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What is form crs client relationship?
Form CRS (Client Relationship Summary) is a form that investment advisers must provide to retail investors to summarize important information about the firm.
Who is required to file form crs client relationship?
Investment advisers who provide services to retail investors are required to file Form CRS.
How to fill out form crs client relationship?
Form CRS can be filled out by providing information about the adviser's services, fees, conflicts of interest, disciplinary history, and contact information.
What is the purpose of form crs client relationship?
The purpose of Form CRS is to provide retail investors with important information about an investment adviser in a clear and concise manner.
What information must be reported on form crs client relationship?
Information that must be reported on Form CRS includes the types of services offered, fees charged, conflicts of interest, disciplinary history, and the adviser's contact information.
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