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SPEAKER AGREEMENT, CONFIRMATION AND
RECORDING AUTHORIZATION FORM
Please complete the form, save it as a new PDF and send the PDF to Liliana Cold: colon×Adams.speaker Confirmation Form
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What is brochure edit 4?
Brochure edit 4 is a form used to make changes or updates to a previously filed brochure.
Who is required to file brochure edit 4?
Investment advisers registered with the SEC are required to file brochure edit 4.
How to fill out brochure edit 4?
Brochure edit 4 can be filled out online through the SEC's Investment Adviser Registration Depository (IARD) system.
What is the purpose of brochure edit 4?
The purpose of brochure edit 4 is to provide updated information to clients and regulators regarding any changes in the investment adviser's business.
What information must be reported on brochure edit 4?
Information such as changes in the advisory business, disciplinary history, conflicts of interest, fees, and services provided must be reported on brochure edit 4.
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