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MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST (formerly, Delaware Management Business Trust)FORM ADV PART 2B BROCHURE SUPPLEMENT2005 Market Street, Philadelphia, PA 19103 (215) 2552300 www.delawarefunds.comJune

How to fill out form adv part 2b

How to fill out form adv part 2b

1. To fill out Form ADV Part 2B, follow these steps: 1. Begin by downloading Form ADV Part 2B from the Securities and Exchange Commission (SEC) website.
2. Read through the instructions and provide the necessary information in the designated fields.
3. Start with the identifying information section, which includes the name and contact details of the investment advisor.
4. Continue by completing the items in Section 1, which cover the background and qualifications of the investment advisor.
5. Proceed to Section 2, where you will disclose any legal or disciplinary events that might affect your advisory business.
6. Fill out Section 3 to describe your business practices, services offered, and fees charged.
7. In Section 4, provide details about your employees, including their qualifications and roles within the firm.
8. If applicable, complete Section 5 to disclose any financial industry affiliations or conflicts of interest.
9. Review the completed form for accuracy and completeness.
10. Sign and date the form, certifying its accuracy.
11. Submit the filled-out Form ADV Part 2B to the SEC as required.

Who needs form adv part 2b?

1. Form ADV Part 2B is needed by investment advisors who are registered with the Securities and Exchange Commission (SEC) or state securities authorities.
2. These advisors must provide Form ADV Part 2B to their clients as a disclosure document that outlines important information about the advisor's business practices, services offered, fees charged, and any potential conflicts of interest.
3. This form helps clients make informed decisions about whether to engage the services of the investment advisor.

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What is form adv part 2b?

Form ADV Part 2B is a document that provides information about the business operations, services, fees, and conflicts of interest of investment advisers.

Who is required to file form adv part 2b?

Investment advisers registered with the SEC or the state securities authorities are required to file Form ADV Part 2B.

How to fill out form adv part 2b?

Form ADV Part 2B can be filled out online using the Investment Adviser Registration Depository (IARD) system.

What is the purpose of form adv part 2b?

The purpose of Form ADV Part 2B is to provide clients with important information about the investment adviser and its services.

What information must be reported on form adv part 2b?

Form ADV Part 2B must include information such as the adviser's educational background, business practices, and fees.