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CIS II Exam Prep
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What is amendments to form adv?
Amendments to Form ADV are updates or changes made to the original Form ADV, which is a required disclosure document for investment advisers.
Who is required to file amendments to form adv?
Investment advisers registered with the Securities and Exchange Commission (SEC) are required to file amendments to Form ADV.
How to fill out amendments to form adv?
Amendments to Form ADV can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.
What is the purpose of amendments to form adv?
The purpose of amendments to Form ADV is to provide updated and accurate information about an investment adviser's business practices.
What information must be reported on amendments to form adv?
Information such as changes in assets under management, disciplinary history, and ownership information must be reported on amendments to Form ADV.
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