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SECURITY BENEFITAdvisor SEP/SIMPLE IRA Plan ENROLLMENT BOOKLETWelcome to the Security Benefit Advisor SEP/SIMPLE IRA Plan Thank you for choosing Security Benefit. The Advisor SEP/SIMPLE IRA Plans
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Advisor sepsimple is a form required to be filed by certain investment advisors with the Securities and Exchange Commission (SEC).
Investment advisors with assets under management of $150 million or more are required to file advisor sepsimple.
Advisor sepsimple can be filled out online through the Investment Adviser Registration Depository (IARD) system.
The purpose of advisor sepsimple is to provide the SEC with information about the advisor's business practices, conflicts of interest, and other relevant details.
Information such as assets under management, fees charged, investment strategies, disciplinary history, and ownership details must be reported on advisor sepsimple.
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