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U.S. DEPARTMENT OF HOMELAND SECURITY OMB Control No. 16600008 Expiration Date: 06/30/2026Federal Emergency Management Agency CRS EC ChecklistNational Flood Insurance ProgramELEVATION CERTIFICATEIMPORTANT:
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Form CRS Coordinators Manual is a guide that provides instructions on how to complete Form CRS, which is a disclosure document required by the SEC.
Firms that are registered with the SEC as investment advisers are required to file Form CRS and may use the Coordinators Manual as a guide.
Form CRS Coordinators Manual provides step-by-step instructions on how to complete each section of Form CRS, including required disclosures and formatting guidelines.
The purpose of Form CRS Coordinators Manual is to help investment advisers accurately and effectively complete Form CRS in order to provide clients with important information about their services and fees.
Form CRS Coordinators Manual requires investment advisers to provide information about their services, fees, conflicts of interest, disciplinary history, and other key aspects of their business.
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