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Form CRS Filed on June 26, 2020, Item 1. Introduction OUTPOINTS Asset Management, Inc. (OUTPOINTS) has been a registered investment adviser with the Securities and Exchange Commission (SEC) since
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What is form crs - form?
Form CRS is a disclosure document that registered investment advisers must provide to retail investors. It includes information about the firm's services, fees, conflicts of interest, and disciplinary history.
Who is required to file form crs - form?
Registered investment advisers who provide services to retail investors are required to file Form CRS.
How to fill out form crs - form?
Form CRS can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.
What is the purpose of form crs - form?
The purpose of Form CRS is to provide retail investors with information about the services, fees, and potential conflicts of interest of their investment advisers.
What information must be reported on form crs - form?
Form CRS must include information about the firm's services, fees, conflicts of interest, disciplinary history, and key personnel.
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