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PART 28 of FORM SUPERVISED PERSONBROCHURESUPPLEMENTINSTRUCTIONSInstructions for Part 2B of Form ADV: Preparing a Brochure Supplement I. For which supervised persons must we prepare a brochure supplement?

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The purpose of part 2b of the form is to collect detailed information that supports the primary filing, helping regulatory authorities assess compliance with tax laws or other regulations.

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The information required usually includes detailed income data, deductions, credits, and any other financial transactions relevant to the reporting period.

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