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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: MONTPELIER INVESTMENT MANAGEMENT LL PCRD Number: 159942SEC ERA Final

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What is a primer on rias?

A primer on rias is a document that provides an overview of the key aspects and requirements of a Registered Investment Advisor (RIA) program.

Who is required to file a primer on rias?

RIAs and investment advisors are required to file a primer on rias.

How to fill out a primer on rias?

A primer on rias can be filled out by providing detailed information about the RIA program, including investment strategies, fee structures, and compliance procedures.

What is the purpose of a primer on rias?

The purpose of a primer on rias is to educate investors and regulators about the RIA program and ensure compliance with applicable laws and regulations.

What information must be reported on a primer on rias?

Information that must be reported on a primer on rias includes details about the firm's investment philosophy, performance history, and potential conflicts of interest.

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