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Backs Form ADV Part II Do not return this document. Please retain for your records. May 2013 INFORMATION INVESTMENT MANAGEMENT Retain for your Records Backs Investment Management, Inc. Part 2A of
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What is form adv part ii?
Form ADV Part II is a document that provides information about an investment adviser's business practices, fees, conflicts of interest, and disciplinary history.
Who is required to file form adv part ii?
Registered investment advisers are required to file Form ADV Part II with the Securities and Exchange Commission (SEC) or state securities authorities, depending on their size and location.
How to fill out form adv part ii?
To fill out Form ADV Part II, an investment adviser must provide detailed information about their firm's services, fees, investment strategies, key personnel, and potential conflicts of interest. The form can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.
What is the purpose of form adv part ii?
The purpose of Form ADV Part II is to provide clients and prospective clients with important information about an investment adviser so they can make informed decisions about whether to engage the adviser's services.
What information must be reported on form adv part ii?
Form ADV Part II requires investment advisers to report information such as their firm's business practices, fees, types of clients served, investment strategies, key personnel, and any disciplinary history or conflicts of interest.
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