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Client Relationship Summary CrowdStreet Capital, LLC IntroductionWhat investment services and advice can you provide me?What fees will I pay?CrowdStreet Capital, LLC (CrowdStreet Capital, we, our

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How to fill out form crs - cs

01

Obtain Form CRS - CS from the official website or your financial institution.

02

Read the instructions carefully before beginning to fill out the form.

03

Provide your personal information, including your name, address, and contact details.

04

Fill in the details regarding your financial situation and investment objectives.

05

Complete the sections related to your financial advisor's services and fees.

06

Review the form for any errors or omissions.

07

Sign and date the form where required.

08

Submit the completed form to the relevant financial institution or regulatory authority.

Who needs form crs - cs?

01

Investors looking to better understand their financial advisor's qualifications and services.

02

Individuals who are opening a new investment account.

03

Existing clients who want to review or update their information with their financial advisor.

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What is form crs - cs?

Form CRS-C (Customer Relationship Summary) is a regulatory document that provides investors with key information about a brokerage firm or investment advisor, including the services offered, fees, and potential conflicts of interest.

Who is required to file form crs - cs?

Broker-dealers and registered investment advisors are required to file Form CRS-C with the Securities and Exchange Commission (SEC) and provide it to their retail clients.

How to fill out form crs - cs?

To fill out Form CRS-C, firms must provide straightforward information about their services, fees, disciplinary history, and the types of clients they serve. This information must be presented in an easy-to-understand format.

What is the purpose of form crs - cs?

The purpose of Form CRS-C is to help investors understand the nature of their relationships with brokerage firms and investment advisors, thereby leading to more informed investment decisions.

What information must be reported on form crs - cs?

Form CRS-C must report information such as the types of services offered, the fees and costs associated with those services, the firm’s disciplinary history, conflicts of interest, and how clients can obtain more information.

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