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FORM CRS Client Relationship Summary March 18, 2021IntroductionOur firm, Peninsula Wealth, LLC, is an investment adviser registered with the Securities and Exchange Commission. We feel that it is

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Open the CRS form word document on your computer

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Fill in your personal information such as name, address, and contact details in the designated fields

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Provide information about your tax residency status and declare any applicable tax identification numbers

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Complete the section regarding any financial accounts held outside of your country of residence

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What is form crs word doc?

Form CRS Word Doc stands for Form Customer Relationship Summary. It is a document that provides retail investors with information about the relationships and services offered by their investment advisers.

Who is required to file form crs word doc?

Investment advisers registered with the SEC or state securities regulators are required to file Form CRS Word Doc.

How to fill out form crs word doc?

Form CRS Word Doc can be filled out by providing accurate and detailed information about the adviser's services, fees, conflicts of interest, and disciplinary history.

What is the purpose of form crs word doc?

The purpose of Form CRS Word Doc is to help retail investors make informed decisions about hiring and retaining investment advisers.

What information must be reported on form crs word doc?

Information such as services offered, fees and costs, conflicts of interest, legal and disciplinary history, and additional information about the firm's operations must be reported on Form CRS Word Doc.

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