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Form ADV Part 2A March 22, 2017, Form ADV Part 2B March 22, 2017 50 EAST RECENTER BOULEVARD SUITE 1200 C O V I N G T O N, K Y 4 1 0 1 1 800.837.3863 513.723.4500 FAX 513.723.4512 www.reninv.com Item
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How to fill out form adv part 2a

01
Start by gathering all the necessary information and documents required to fill out Form ADV Part 2A.
02
Read the instructions provided by the Securities and Exchange Commission (SEC) to understand the different sections of the form.
03
Begin by providing general information about the investment adviser firm, including its name, address, and contact details.
04
In the next section, disclose information about the qualifications and business background of the investment adviser and any associated persons.
05
Provide details about the types of advisory services offered by the firm and the manner in which they are delivered.
06
Disclose any conflicts of interest that may arise in the course of providing advisory services.
07
Include information about the fees charged by the firm and how they are calculated.
08
Describe the firm's disciplinary history, if applicable, including any legal or regulatory actions taken against it.
09
Complete the remaining sections of the form, which may include additional disclosures and information about the firm's financials.
10
Review the completed form for accuracy and make any necessary corrections before submitting it to the SEC.
11
Keep a copy of the filed Form ADV Part 2A for your records.

Who needs form adv part 2a?

01
Investment adviser firms registered with the Securities and Exchange Commission (SEC) need to file Form ADV Part 2A.
02
This form is required by the SEC for firms providing investment advisory services to clients.
03
It is necessary for investment advisers to disclose important information about their business practices, fees, and potential conflicts of interest to clients.
04
Filing Form ADV Part 2A helps promote transparency and protects the interests of investors.
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Form ADV Part 2A is a disclosure document that investment advisers must provide to clients which outlines important information about the adviser's services, fees, disciplinary history, and conflicts of interest.
Registered investment advisers are required to file Form ADV Part 2A with the U.S. Securities and Exchange Commission (SEC) or with state securities authorities.
Form ADV Part 2A can be filled out electronically through the Investment Adviser Registration Depository (IARD) system. Advisers must provide accurate and up-to-date information about their firm, services, fees, and conflicts of interest.
The purpose of Form ADV Part 2A is to provide clients with important information about an investment adviser's business practices, conflicts of interest, disciplinary history, and other relevant details to help clients make informed decisions about the adviser.
Form ADV Part 2A requires investment advisers to report information about their business practices, fees, conflicts of interest, disciplinary history, key employees, and other relevant details.
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