Get the free Brochure Supplement (Part 2B of Form ADV). Prospectus

BROCHURE SUPPLEMENT (Part 2B of Form ADV) Manlike Asset Management (US) LLC 101 Huntington Avenue Boston, MA 02119 617-375-1500 www.manulifeam.com March 28, 2013, This brochure supplement provides

How to fill out brochure supplement part 2b

How to fill out brochure supplement part 2b:

1. Start by carefully reading the instructions provided on the brochure supplement form. Ensure that you have a clear understanding of the information that needs to be filled out.
2. Begin by filling out your personal information such as your name, address, and contact details. Make sure to provide accurate and up-to-date information.
3. Next, provide details about your educational background, including the schools or institutions you attended and the degrees or certifications you have obtained. Be sure to include relevant dates and any honors or awards received.
4. In the section titled "Work Experience," list your professional history, starting with your most recent positions. Include the dates of employment, the names of the companies or organizations you worked for, and a brief description of your responsibilities and accomplishments in each role.
5. If applicable, provide information about any industry registrations or licenses you hold, such as FINRA or SEC registrations. Include the registration numbers and the dates they were obtained.
6. You may also need to disclose any disciplinary actions or conflicts of interest that might affect your ability to provide financial services. Be honest and transparent in this section, providing all relevant information as required.
7. Finally, review the completed brochure supplement form to ensure accuracy and completeness. Double-check all the information provided before submitting it. If necessary, seek guidance from a compliance officer or financial regulatory body.

Who needs brochure supplement part 2b?

1. Financial professionals and advisors who are registered with a regulatory body, such as the Securities and Exchange Commission (SEC) or Financial Industry Regulatory Authority (FINRA), may need to complete brochure supplement part 2b.
2. Investment advisory firms and broker-dealers that are registered with the SEC may also be required to provide brochure supplements to their clients as part of their disclosure obligations.
3. The brochure supplement part 2b serves as a tool for clients and potential clients to gather information about the background and qualifications of the financial professional or advisory firm. It helps them make informed decisions when seeking financial advice or services.

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What is brochure supplement part 2b?

Brochure supplement part 2b is a document that provides information about certain individuals in a registered investment advisory firm.

Who is required to file brochure supplement part 2b?

Individuals who meet specific criteria, such as providing investment advice or managing client assets, are required to file brochure supplement part 2b.

How to fill out brochure supplement part 2b?

Brochure supplement part 2b should be filled out by providing accurate and up-to-date information about the individual, including educational background, business experience, and any disciplinary history.

What is the purpose of brochure supplement part 2b?

The purpose of brochure supplement part 2b is to provide clients with key information about individuals at the firm who provide investment advice, helping clients make informed decisions.

What information must be reported on brochure supplement part 2b?

Information such as educational background, business experience, disciplinary history, and any other information that would be material to clients should be reported on brochure supplement part 2b.

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