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Clinton Investment Management, LLC Form CRS Client Relationship Summary March 31, 2023, Item 1. Introduction A. Clinton Investment Management, LLC is registered with the Securities and Exchange Commission

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How to fill out form crs disclosure for

01

Obtain a copy of the CRS disclosure form from the relevant institution or website.

02

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

03

Provide information about your tax residency status and tax identification number if applicable.

04

Answer any questions about your financial situation and investment experience as requested.

05

Sign and date the form to certify that the information provided is accurate.

Who needs form crs disclosure for?

01

Individuals or entities who are subject to the Common Reporting Standard (CRS) regulations need to fill out form CRS disclosure.

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What is form crs disclosure for?

Form CRS (Client Relationship Summary) disclosure is used by investment advisers and broker-dealers to provide retail investors with information about their services, fees, conflicts of interest, and disciplinary history.

Who is required to file form crs disclosure for?

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

How to fill out form crs disclosure for?

Form CRS disclosure should be filled out by providing accurate and detailed information about the firm's services, fees, conflicts of interest, and disciplinary history in a clear and concise manner.

What is the purpose of form crs disclosure for?

The purpose of Form CRS disclosure is to provide retail investors with the necessary information to make informed decisions about their relationships with investment advisers and broker-dealers.

What information must be reported on form crs disclosure for?

Form CRS disclosure must include information about the firm's services, fees, conflicts of interest, disciplinary history, and key personnel.

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