Get the free Firm Brochure (Part 2A of Form ADV) - John Hancock Funds

FIRM BROCHURE (Part 2A of Form ADV) Manlike Asset Management (US) LLC 101 Huntington Avenue Boston, MA 02199 617-375-1500 www.manulifeam.com March 28, 2013, This brochure provides information about

How to fill out firm brochure part 2a

How to fill out firm brochure part 2a:

1. Begin by gathering all necessary information about your firm. This includes details such as the firm's history, mission statement, services offered, and any unique selling points.
2. Create an outline for the brochure, dividing it into sections such as Introduction, Services, Team, and Contact Information. This will help organize the content and ensure all important information is included.
3. Start with an attention-grabbing headline or introduction that clearly conveys the purpose of the brochure and captures the reader's interest.
4. In the Introduction section, provide a brief overview of your firm, highlighting key achievements, areas of expertise, and any awards or recognitions.
5. In the Services section, list and describe the different services your firm offers. Be sure to highlight the benefits and value that clients can expect from each service.
6. In the Team section, introduce the key members of your firm, including their qualifications, experience, and specialties. This helps build credibility and trust with potential clients.
7. Include testimonials or case studies from satisfied clients to showcase the success and positive impact your firm has had on previous customers.
8. Provide clear and concise contact information, including phone number, email address, and physical address. You may also consider including links to your firm's website or social media profiles.
9. Use visuals such as high-quality images, infographics, or charts to make the brochure visually appealing and engaging.
10. Proofread your content thoroughly to ensure it is free of any spelling or grammatical errors. Consider getting feedback from colleagues or clients to make sure the content is clear and effective.

Who needs firm brochure part 2a:

1. Law firms looking to showcase their services and expertise to potential clients.
2. Financial institutions wanting to provide an overview of their financial planning or investment services.
3. Consulting firms aiming to highlight their areas of specialization and the benefits they can offer to businesses or individuals.
4. Real estate agencies looking to attract potential buyers or renters by showcasing their available properties and services.
5. Insurance companies wanting to provide information on their various insurance policies and coverage options.
6. Marketing agencies looking to showcase their portfolio and the unique strategies they provide to clients.
7. IT firms aiming to present their software development or technology services to potential clients.
8. Healthcare providers wanting to provide information on their medical services, facilities, and expertise to patients.
9. Educational institutions highlighting their programs, courses, and faculty to potential students.
10. Non-profit organizations wanting to raise awareness about their cause and the impact they make in the community.

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What is firm brochure part 2a?

Firm brochure part 2a is a regulatory document that provides information about a firm's services, fees, and disciplinary history.

Who is required to file firm brochure part 2a?

Investment advisory firms registered with the SEC or state securities regulators are required to file firm brochure part 2a.

How to fill out firm brochure part 2a?

Firm brochure part 2a can be filled out electronically through the SEC's Investment Adviser Registration Depository (IARD) system.

What is the purpose of firm brochure part 2a?

The purpose of firm brochure part 2a is to provide clients with important information about the firm's business practices, conflicts of interest, and background.

What information must be reported on firm brochure part 2a?

Firm brochure part 2a must include information about the firm's services, fees, compensation, disciplinary history, and key personnel.