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Enquiries please contact us at 03-7491 8622 Ms Michelle Choo michellec sunway. edu. my / ext 8013 Ms Sok Teng soktengl sunway. Ii Submit the form to Sunway TES Main Office or email to Ms Michelle Choo michellec sunway. edu. my by 28 April 2017 to enjoy the discounted rate iii Make payment latest by 4 May at the cashier counter at Level 1 North Building Sunway University in the following ways Cheque/Bank Draft payable to SUNWAY-TES SDN BHD Cash/Cheque deposit into the bank account of...
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What is cfa 3-day?
CFA 3-day refers to the Consolidated Form ADV Part 3, also known as the Client Relationship Summary. It is a document that investment advisers are required to provide to retail investors.
Who is required to file cfa 3-day?
Investment advisers who provide services to retail investors are required to file CFA 3-day.
How to fill out cfa 3-day?
CFA 3-day can be filled out by providing information about the investment adviser's business, fees, conflicts of interest, disciplinary history, and other relevant information in a standardized format provided by the SEC.
What is the purpose of cfa 3-day?
The purpose of CFA 3-day is to provide retail investors with clear, concise information about the services offered by an investment adviser, helping them make informed decisions about their investments.
What information must be reported on cfa 3-day?
CFA 3-day requires disclosure of information such as the adviser's services, fees and costs, conflicts of interest, disciplinary history, and key questions retail investors should ask before hiring an adviser.
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