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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: BMO FAMILY OFFICE, LLC CRD Number: 110264Annual Amendment All Sections
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The item 1 cover page is a document used to summarize and provide essential information about a filing, typically in regulatory reports or submissions.
Who is required to file item 1 cover page?
Organizations, companies, or individuals who are submitting specific regulatory or compliance filings are required to file the item 1 cover page.
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To fill out the item 1 cover page, you should provide foundational details such as the name of the entity, the type of filing, the date, and any relevant identification numbers as specified by the filing guidelines.
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The information that must be reported includes the entity’s name, address, filing type, date of submission, and any additional required identifiers or reference numbers.
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