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Gateways to Change: Surviving and Thriving G GATEWAYS V I MULTIDISCIPLINARY TRAINING CONFERENCE May 10 and 11, 2010 Hilton Columbus/Polaris Columbus, Ohio Sponsored by OHIO REHABILITATION SERVICES
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Gateways brochure and registration is a documentation process that firms conducting investment advisory services must complete to register with the appropriate regulatory authorities.
Any firm that provides investment advisory services and meets certain criteria set by regulatory authorities is required to file gateways brochure and registration.
To fill out gateways brochure and registration, firms must provide detailed information about their business operations, services offered, investment strategies, key personnel, and any potential conflicts of interest.
The purpose of gateways brochure and registration is to provide transparency to clients and regulatory authorities about the operations and practices of firms offering investment advisory services.
Information such as business structure, ownership, fees, disciplinary history, and other relevant details must be reported on gateways brochure and registration.
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