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1.3 All associations (select and provide ONE of the following) ... office or the address of an office holder of the association. ... Associations identification form.
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Wrap service bassociationsb identification is a form used to disclose information about service providers that are associated with a particular wrap fee program.
Investment advisors who offer wrap fee programs are required to file wrap service bassociationsb identification.
Wrap service bassociationsb identification can be filled out electronically through the SEC's EDGAR system.
The purpose of wrap service bassociationsb identification is to provide transparency and disclosure about the relationships between service providers and wrap fee programs.
Wrap service bassociationsb identification requires reporting information about the service providers, their relationships with the wrap fee programs, and any compensation received.
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