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I Care Products & Services P.O. Box 492 Americas, GA 31709 Place Stamp Here Place Label Here The 31st Conference Parental Involvement and Character Education Conference PHASE II December 9 11, 2010
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Phase II Brochure is a regulatory document required to be filed by certain investment advisers with the Securities and Exchange Commission (SEC).
Investment advisers registered with the SEC are required to file Phase II Brochure.
Phase II Brochure can be filled out online through the Investment Adviser Registration Depository (IARD) system.
The purpose of Phase II Brochure is to provide clients with important information about the investment adviser's business operations, fees, services, and potential conflicts of interest.
Information such as the adviser's disciplinary history, fee schedule, investment strategies, and key personnel must be reported on Phase II Brochure.
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