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March 29, 2018FORM ADV PART 2A Appendix 1 (Wrap Fee Program Brochure)This wrap fee program brochure provides information about the qualifications and business practices of William Blair & Company,
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How to fill out wrap fee program brochure
How to fill out wrap fee program brochure
01
Step 1: Gather all the necessary information and documents that are required to fill out the wrap fee program brochure. These might include details about your investment strategy, fee structure, and any additional services provided.
02
Step 2: Start by providing an introduction to your firm and the wrap fee program. Explain the benefits and advantages it offers to investors.
03
Step 3: Describe the investment strategy and approach used in the program. Highlight any unique or distinguishing features that set it apart from other investment options.
04
Step 4: Clearly outline the fee structure and any associated costs. This should include information on both management fees and any additional fees that may be charged.
05
Step 5: Provide a detailed disclosure of any potential conflicts of interest. Be transparent about any affiliations, relationships, or financial arrangements that may impact the advice or services provided.
06
Step 6: Include information on any additional services that are offered as part of the wrap fee program. This might include tax planning, ongoing portfolio monitoring, or access to financial planning resources.
07
Step 7: Clearly explain the process for terminating or withdrawing from the wrap fee program.
08
Step 8: Review the completed brochure for accuracy and ensure that all required information has been included.
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Step 9: Print and distribute the wrap fee program brochure to clients or make it available electronically.
Who needs wrap fee program brochure?
01
Financial advisory firms or investment firms that offer wrap fee programs to their clients.
02
Investors who are considering investing in a wrap fee program and want to review the details and benefits before making a decision.
03
Regulatory bodies or authorities who require documentation and transparency from financial firms offering wrap fee programs.
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What is wrap fee program brochure?
The wrap fee program brochure is a document that provides information about a firm's wrap fee program, including fees, services, and potential conflicts of interest.
Who is required to file wrap fee program brochure?
Firms that offer wrap fee programs are required to file the wrap fee program brochure with the SEC.
How to fill out wrap fee program brochure?
The wrap fee program brochure should be filled out accurately and completely, including all required information about the firm's wrap fee program.
What is the purpose of wrap fee program brochure?
The purpose of the wrap fee program brochure is to provide clients with important information about the firm's wrap fee program so they can make informed decisions.
What information must be reported on wrap fee program brochure?
The wrap fee program brochure must include information about the program's fees, services, and potential conflicts of interest, among other things.
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