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Get the free Form CRSClient Relationship Summary February 1, 2024

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Jim Saltier & Associates, LLC Client Relationship Summary Form CRS February 2024 Item 1. Introduction Jim Saltier & Associates, LLC (JSA) is an investment adviser registered with the Securities and
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The form crsclient relationship summary is a document that summarizes the financial relationship between a financial institution and its clients in accordance with the Common Reporting Standard (CRS).
Financial institutions are required to file form crsclient relationship summary in order to comply with the CRS regulations.
Form crsclient relationship summary must be filled out by providing accurate and comprehensive information regarding the financial relationship between the institution and its clients.
The purpose of form crsclient relationship summary is to facilitate the exchange of financial information between different countries for tax compliance purposes.
Form crsclient relationship summary must include details such as the client's name, address, tax identification number, and the nature of the financial account.
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