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Get the free Benchmark brochure email - NIATx - niatx

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The State Associations of Addiction Services (SaaS), Behavioral Pathway Systems (BPS), and NATO have partnered to establish a groundbreaking national benchmarking initiative designed to illuminate
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How to fill out a benchmark brochure email:

01
Start by addressing the recipient with a polite greeting and introducing yourself or your company. Mention the purpose of the email, which is to provide them with a benchmark brochure.
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Clearly state the steps or instructions for filling out the benchmark brochure. This may include providing personal or company information, answering specific questions or surveys, or following any guidelines mentioned in the brochure itself.
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If necessary, attach the benchmark brochure to the email for easy access and reference. Make sure to mention this in the email, along with any additional attachments or links that may be required for completing the benchmark process.
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Benchmark brochure email is a requirement for investment advisers under SEC Rule 204-3 to deliver a written disclosure document, or brochure, to clients.
Investment advisers registered with the SEC or state securities authorities are required to file benchmark brochure emails.
Investment advisers must include relevant information about their firm, services offered, fees, disciplinary history, and other important disclosures in the benchmark brochure email.
The purpose of benchmark brochure email is to provide clients with important information about an investment adviser's services, fees, and disciplinary history to help them make informed decisions.
Information such as firm background, services offered, fees, disciplinary history, conflicts of interest, and other disclosures must be reported on the benchmark brochure email.
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