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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: SIDES CONSULTING CRD Number: 308004OtherThanAnnual Amendment All Sections
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How to fill out form adv paper version
01
Step 1: Obtain a copy of the Form ADV paper version
02
Step 2: Read the instructions provided with the form to familiarize yourself with the requirements and sections
03
Step 3: Fill out Section 1, which includes general information about the investment adviser
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Step 4: Proceed to Section 2 and provide information about the investment adviser's ownership
05
Step 5: Complete Section 3 by providing information about the investment adviser's form of organization
06
Step 6: Fill out Section 4, which includes information about the investment adviser's other business activities
07
Step 7: Proceed to Section 5 and provide information about the investment adviser's employees
08
Step 8: Complete Section 6 by providing information about the investment adviser's disciplinary history
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Step 9: Fill out Section 7, which includes information about the investment adviser's financial industry affiliations
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Step 10: Review the completed form for accuracy and completeness
11
Step 11: Sign and date the form
12
Step 12: Make a copy of the completed form for your records
13
Step 13: Submit the original completed form to the appropriate regulatory authority
Who needs form adv paper version?
01
Investment advisers who are required to register with the Securities and Exchange Commission (SEC) or state securities authorities need to fill out the Form ADV paper version.
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What is form adv paper version?
Form ADV paper version is a paper-based version of Form ADV, which is used by investment advisors to register with the Securities and Exchange Commission (SEC).
Who is required to file form adv paper version?
Investment advisors who are required to register with the SEC are required to file Form ADV paper version.
How to fill out form adv paper version?
Form ADV paper version can be filled out manually by following the instructions provided in the form.
What is the purpose of form adv paper version?
The purpose of Form ADV paper version is to provide the SEC with important information about the investment advisor, including their business practices, fees, and services.
What information must be reported on form adv paper version?
Form ADV paper version requires information such as the investment advisor's assets under management, client types, and any disciplinary actions.
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