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Student Organization
Advisor GuideRevised 82016Preface
Dear Student Club and Organization Advisor,
On behalf of the Office of Student Leadership and Development staff we would like to thank you
for
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What is advisor guide?
Advisor guide is a document that provides guidance and instructions for advisors on how to navigate and fulfill their roles and responsibilities.
Who is required to file advisor guide?
Advisors who provide financial advice or services to clients are required to file advisor guide.
How to fill out advisor guide?
Advisor guide can be filled out by providing accurate and up-to-date information about the advisor's practice, clients, services, and any potential conflicts of interest.
What is the purpose of advisor guide?
The purpose of advisor guide is to ensure transparency, compliance, and ethical behavior in the financial advisory industry.
What information must be reported on advisor guide?
Information such as the advisor's background, qualifications, services offered, fees charged, and any disciplinary history must be reported on advisor guide.
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