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SECTION 1: 13FHRFORM 13F FILER INFORMATIONFiler Compiler Cecile Number03312014
Periods this a LIVE or TEST Filing? Lifeworld you like a return copy? Yetis this an electronic copy of an official filing
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How to fill out form 13f filer information
How to fill out form 13f filer information
01
Start by downloading Form 13F from the official website of Securities and Exchange Commission (SEC).
02
Read the instructions provided with the form carefully, as it will guide you on how to fill out the form correctly.
03
Begin filling out the filer information section at the top of the form, which includes details such as name, address, and contact information.
04
Provide the date of the report and the name of the institutional investment manager filing the form.
05
Fill out the information regarding the manager's classification and organization type.
06
Proceed to complete the information regarding other related persons of the institutional investment manager, if applicable.
07
Provide details of the securities holdings to be reported, including the name of the issuer, class of securities, nature of the position, and market value.
08
Calculate the total market value of all securities held and report it accurately on the form.
09
Complete the certification section, sign, and date the form.
10
Submit the completed Form 13F to the SEC as per their guidelines.
11
Maintain a copy of the filed form and any relevant supporting documents for future reference.
Who needs form 13f filer information?
01
Form 13F filer information is required by institutional investment managers who exercise investment discretion over $100 million or more in Section 13(f) securities.
02
This includes entities such as investment advisers, broker-dealers, banks, and certain other financial institutions.
03
It is necessary for these entities to disclose their holdings and certain investment information on a quarterly basis to the Securities and Exchange Commission (SEC).
04
These filings provide valuable data to investors, analysts, and the general public, contributing to the transparency and integrity of the financial markets.
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