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— February 28, 2011 - - - - 4.07 - - - - - -- -

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What is form adv part ii?

Form ADV Part 2 is a disclosure document that provides important information about an investment advisor.

Who is required to file form adv part ii?

Investment advisors registered with the Securities and Exchange Commission (SEC) or state securities authorities are required to file Form ADV Part 2.

How to fill out form adv part ii?

Form ADV Part 2 can be filled out online through the Investment Adviser Registration Depository (IARD) system by providing the required information about the investment advisor's business practices, fees, services, and any potential conflicts of interest.

What is the purpose of form adv part ii?

The purpose of Form ADV Part 2 is to ensure that clients and prospective clients of investment advisors have access to important information about the advisor's business practices, fees, services, and potential conflicts of interest.

What information must be reported on form adv part ii?

Form ADV Part 2 requires investment advisors to report information such as their educational background, business affiliations, services offered, fees charged, any disciplinary information, and other material facts about their business practices and potential conflicts of interest.

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