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2022Education Public Schools Ch. 348CHAPTER 348 EDUCATION PUBLIC SCHOOLS HOUSE BILL 131171 BY REPRESENTATIVE(S) Primavera, McCann, Melton, Ryder, Schaefer, Singer, Tyler, Duran, Exam, Fields, Gardner,

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What is online individual investment advisory?

Online individual investment advisory refers to the provision of investment advice and recommendations to individuals through online platforms.

Who is required to file online individual investment advisory?

Individuals who provide investment advice to others for a fee are required to file online individual investment advisory.

How to fill out online individual investment advisory?

To fill out online individual investment advisory, individuals need to provide information about their investment advice services, fees charged, and other relevant details.

What is the purpose of online individual investment advisory?

The purpose of online individual investment advisory is to ensure transparency and compliance with regulations in the provision of investment advice.

What information must be reported on online individual investment advisory?

Information such as the types of investment advice provided, fees charged, and any conflicts of interest must be reported on online individual investment advisory.

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