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Part 2A of Form ADV: Disclosure Brochure March 19, 2021Cairn Investment Group, Inc. 121 SW Morrison Street, Ste. 1060 Portland, Oregon 97204 www.cairninvestment.com 503.241.4901 local 503.241.5699
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To fill out the Cairn Form ADV Part, follow these steps:
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Start by providing your firm's name, address, phone number, and website.
03
Fill in the information about your firm's business activities, including the types of services you offer and your target clients.
04
Provide details about your firm's ownership structure, including any affiliates or subsidiaries.
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Describe your firm's investment strategies and the methods you use to analyze investments.
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Disclose any past or pending legal or disciplinary events involving your firm or its employees.
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Provide information about your firm's fee schedule, including any performance-based fees or other compensation arrangements.
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Detail your firm's custody practices and any related conflicts of interest.
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Provide information about your firm's trading practices and any related conflicts of interest.
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Anyone who is a registered investment adviser or is required to register as an investment adviser with the Securities and Exchange Commission (SEC) needs to fill out the Cairn Form ADV Part. This form is used to register and provide ongoing updates for investment adviser firms. It helps regulators and clients understand a firm's business practices, conflicts of interest, and other relevant information.
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Cairn Form ADV Part refers to a specific section of the Form ADV, which is a disclosure document that investment advisers must provide to clients.
Investment advisers registered with the Securities and Exchange Commission (SEC) are required to file Cairn Form ADV Part.
Cairn Form ADV Part must be completed electronically through the Investment Adviser Registration Depository (IARD) system.
The purpose of Cairn Form ADV Part is to provide important information about an investment adviser's business practices, conflicts of interest, and disciplinary history to clients and regulators.
Information such as the investment adviser's business activities, fees, services offered, conflicts of interest, disciplinary history, and key personnel must be reported on Cairn Form ADV Part.
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