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INDIVIDUAL AUGMENTED (IA) PERFORMANCE REPORT QUICK REFERENCE GUIDE This quick reference guide provides amplifying guidance on preparing performance reports for the four types of IA Sailors Individual
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IA Performance Report Quick (IAQR) is a report that provides a summary of an investment adviser's performance metrics.
Investment advisers registered with the Securities and Exchange Commission (SEC) are required to file IA Performance Report Quick.
IA Performance Report Quick can be filled out online through the SEC's Electronic Data Gathering, Analysis, and Retrieval (EDGAR) system.
The purpose of IA Performance Report Quick is to provide transparency and accountability regarding an investment adviser's performance.
IA Performance Report Quick must include information such as performance metrics, assets under management, and fees charged.
The deadline to file IA Performance Report Quick in 2023 is March 31st.
The penalty for the late filing of IA Performance Report Quick can include fines and other enforcement actions by the SEC.
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