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OMB APPROVAL OMB Number: 32350049 Expires: July 31, 2008, Estimated Average burden Hours per response..........9.402FORM ADV Uniform Application for Investment Adviser Registration Part II Page 1
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It is important to ensure that the collected information is handled responsibly and securely to protect privacy and prevent misuse.
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What is information we collect and?
We collect personal data including names, addresses, social security numbers, and financial information.
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Individuals and businesses that meet specific criteria as outlined by regulatory agencies are required to file the information we collect.
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What is the purpose of information we collect and?
The purpose of collecting this information is to ensure compliance with laws, assess eligibility for services, and for record-keeping purposes.
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The information that must be reported includes personal identification details, income data, and other relevant financial information as required.
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