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Standards Assessment Inventory School version Using the SAI to build a Schooled professional development plan Developed by Patricia Roy, Ed. D. National Staff Development Council in collaboration
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Form SAI-2 is used to report information about investment advisers.
Investment advisers registered with the Securities and Exchange Commission (SEC) are required to file Form SAI-2.
Form SAI-2 must be completed online through the SEC's Electronic Data Gathering, Analysis, and Retrieval (EDGAR) system.
The purpose of Form SAI-2 is to provide the SEC with information about an investment adviser's business practices, conflicts of interest, and other relevant details.
Form SAI-2 requires information about the investment adviser's ownership structure, client assets under management, fees charged, and other key details.
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