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15th Annual EPA Conference (formerly called Gatekeeper Regulatory Roundup)March 6 7, 2019SPONSOR & EXHIBITOR PROSPECTUS SPONSOR COORDINATORS: ELIZABETH KASIA, (602) 5247249 Kasia turnerlabs.com NANCY

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What is formerly called gatekeeper regulatory?

Gatekeeper regulatory is formerly known as Form ADV, which is filed by investment advisers.

Who is required to file formerly called gatekeeper regulatory?

Investment advisers are required to file formerly called gatekeeper regulatory.

How to fill out formerly called gatekeeper regulatory?

Formerly called gatekeeper regulatory can be filled out online through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of formerly called gatekeeper regulatory?

The purpose of formerly called gatekeeper regulatory is to provide information about the investment adviser, including its business practices, fees, and conflicts of interest.

What information must be reported on formerly called gatekeeper regulatory?

Information such as assets under management, client types, services offered, and key personnel must be reported on formerly called gatekeeper regulatory.

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