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Form ADV, Part 2A SAS Investment Services 6711 Monroe Street, Suite A Sylvia, Ohio 43560 4198852626 www.sjsinvest.com June 2020Form ADV, Part 2 (Brochure) is an important document between current

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How to fill out form adv part 2a

01

Step 1: Gather all the required information including firm details, form of organization, assets under management, key personnel, and any disciplinary history.

02

Step 2: Start filling out the form by providing basic information about the firm such as name, address, phone number, and contact person.

03

Step 3: Continue by providing details about the ownership structure, number of employees, and types of clients the firm serves.

04

Step 4: Disclose any conflicts of interest, compensation arrangements, and regulatory actions taken against the firm.

05

Step 5: Review the completed form for accuracy and completeness before submitting it to the appropriate regulatory authority.

Who needs form adv part 2a?

01

Investment advisers registered with the Securities and Exchange Commission (SEC) are required to file Form ADV Part 2A.

02

It is a disclosure document that provides information about the firm's business practices, conflicts of interest, and other important details to clients and regulators.

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What is form adv part 2a?

Form ADV Part 2A is a disclosure document that provides information about an investment advisor's qualifications, business practices, conflicts of interest, and disciplinary history.

Who is required to file form adv part 2a?

Investment advisors registered with the Securities and Exchange Commission (SEC) or state securities regulators are required to file Form ADV Part 2A.

How to fill out form adv part 2a?

Form ADV Part 2A is filled out online through the Investment Adviser Registration Depository (IARD) system. Advisors are required to provide detailed information about their business practices, fees, services, and conflicts of interest.

What is the purpose of form adv part 2a?

The purpose of Form ADV Part 2A is to provide clients and prospective clients with important information about an investment advisor to help them make informed decisions about the advisory services being offered.

What information must be reported on form adv part 2a?

Form ADV Part 2A requires investment advisors to report information about their business practices, fees, services, conflicts of interest, disciplinary history, and other key aspects of their advisory business.

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