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BUSINESS PARTNERSINNOVATIVE ADVISORSGetting started guide Get to know KashFlowContentsIntroduction ........................................................................................3 Security
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Innovative advisors provide strategic guidance and support to help businesses navigate through complex challenges and drive growth.
Companies or individuals who provide innovative advisory services are required to file innovative advisors.
Innovative advisors must be filled out electronically using the designated platform provided by the regulatory agency.
The purpose of innovative advisors is to ensure transparency and accountability in the provision of advisory services.
Information such as the nature of advisory services, clients served, fees charged, and any potential conflicts of interest must be reported on innovative advisors.
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