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Part 2A of Form ADV: Firm BrochureForm ADV, Part 2A, Item 1Cover PagePLATINUM PLANNING, INC.
534 SOUTH PINEAPPLE AVENUE
SARASOTA, FLORIDA 34236Tel: (941) 44452603/8/2018FORM ADV PART 2
FIRM BROCHURE
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How to fill out form adv part 2
How to fill out form adv part 2
01
To fill out Form ADV Part 2, follow these steps:
02
Start by providing your firm's basic information, such as its name, address, and contact details.
03
Next, describe the types of advisory services your firm offers and the methods it uses to deliver those services.
04
Disclose any material changes in your firm's business practices since your last filing, if applicable.
05
Provide details about your firm's fees, compensation, and any conflicts of interest that may exist.
06
Describe your firm's investment strategies, including any significant risks associated with them.
07
Disclose any disciplinary events or legal proceedings involving your firm or its key personnel.
08
Explain how your firm manages client assets and safeguards their information.
09
Provide information about your firm's other business activities and any affiliations it may have.
10
Append any additional information or disclosures required by the form.
11
Review the form for accuracy and completeness before filing it with the appropriate regulatory authorities.
Who needs form adv part 2?
01
Form ADV Part 2 is needed by registered investment advisers who provide advisory services to clients. It is a requirement set by the U.S. Securities and Exchange Commission (SEC) and/or state securities authorities. This form helps maintain transparency and provides important information about the adviser's business practices and potential conflicts of interest. Clients rely on this information to make informed decisions about engaging with the adviser.
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What is form adv part 2?
Form ADV Part 2 is a disclosure document that investment advisers are required to provide to clients, outlining the firm's services, fees, disciplinary history, conflicts of interest, and other pertinent information.
Who is required to file form adv part 2?
Registered investment advisers are required to file Form ADV Part 2 with the Securities and Exchange Commission (SEC) or state securities regulators.
How to fill out form adv part 2?
Form ADV Part 2 can be filled out electronically through the Investment Adviser Registration Depository (IARD) system by registered investment advisers.
What is the purpose of form adv part 2?
The purpose of Form ADV Part 2 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.
What information must be reported on form adv part 2?
Form ADV Part 2 requires disclosure of the investment adviser's services, fees, disciplinary history, conflicts of interest, investment strategies, and key personnel.
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