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This document provides an overview of the investment advisory services offered by Sands Capital Management, LLC, including fees, legal obligations, investment authority, and potential conflicts of

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How to fill out form crs

01

Obtain the form CRS from the official website or your financial institution.

02

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

03

Enter your personal details, including your name, address, and SSN.

04

Provide your investment goals and risk tolerance information.

05

Disclose your financial situation, including income and net worth.

06

Answer any additional questions related to your investment experience.

07

Review all the information for accuracy before submission.

08

Sign and date the form where required.

Who needs form crs?

01

Investors seeking investment advice or services.

02

Individuals who are opening an investment account.

03

Clients of financial advisers who need to disclose their investing profile.

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What is form crs?

Form CRS, or Customer Relationship Summary, is a document that registered investment advisers and broker-dealers are required to provide to their retail clients, summarizing the types of services offered, fees, and conflicts of interest, among other important information.

Who is required to file form crs?

Registered investment advisers and broker-dealers are required to file Form CRS with the SEC and provide it to their retail clients.

How to fill out form crs?

Form CRS should be filled out by following the prescribed format set by the SEC, ensuring all required sections are completed, such as services offered, fees, and conflicts of interest. Additional guidance and examples are available on the SEC's website.

What is the purpose of form crs?

The purpose of Form CRS is to provide retail investors with clear and concise information about their relationship with financial professionals, helping them make informed decisions about the services they choose.

What information must be reported on form crs?

Form CRS must report information including the types of services provided, the fees and costs associated with those services, any conflicts of interest, the disciplinary history of the firm, and the firm's investment strategies.

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