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Hanseatic Management Services, Inc. Form CRS Customer Relationship Summary March 31, 2023 Item 1. IntroductionItem 2. What investment services and advice can you provide me?Item 3 What fees will I

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Gather all necessary information about the customer such as their personal details, mailing address, contact information, and any relevant account numbers.

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What is adv 3form crs customer?

adv 3form crs customer is a key disclosure document that registered investment advisers must deliver to retail investors.

Who is required to file adv 3form crs customer?

Registered investment advisers are required to file adv 3form crs customer.

How to fill out adv 3form crs customer?

Adv 3form crs customer can be filled out by providing information about the firm's services, fees, conflicts of interest, and disciplinary history.

What is the purpose of adv 3form crs customer?

The purpose of adv 3form crs customer is to provide retail investors with information about the firm's services, fees, and conflicts of interest in an easy-to-understand format.

What information must be reported on adv 3form crs customer?

Information that must be reported on adv 3form crs customer includes the firm's services, fees, conflicts of interest, disciplinary history, and key personnel.

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