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Project:Investment Advisory ServicesDate:March 30, 2020RE: # of Pages:Addendum #4 4The following revisions are being made to the Proposal submission requirements in the Request for Proposals for Investment

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How to fill out addendum 4 -investment advisory

01

Obtain a copy of the existing investment advisory agreement to which the addendum will be attached.

02

Review the terms and conditions of the existing agreement to understand what changes need to be made with the addendum.

03

Clearly outline the changes or additions that need to be made in the addendum.

04

Make sure all parties involved in the agreement sign and date the addendum to make it legally binding.

05

Attach the signed addendum to the existing investment advisory agreement for future reference.

Who needs addendum 4 -investment advisory?

01

Investors who wish to make changes or add more specific terms to their existing investment advisory agreement.

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What is addendum 4 -investment advisory?

Addendum 4 - investment advisory is an additional form that provides detailed information about investment advisory services.

Who is required to file addendum 4 -investment advisory?

Investment advisors and firms providing investment advisory services are required to file addendum 4.

How to fill out addendum 4 -investment advisory?

Addendum 4 - investment advisory can be filled out online or submitted manually with all the required information about the investment advisory services provided.

What is the purpose of addendum 4 -investment advisory?

The purpose of addendum 4 - investment advisory is to provide regulators and investors with detailed information about the investment advisory services offered by an advisor or firm.

What information must be reported on addendum 4 -investment advisory?

Information such as types of investment advisory services offered, fee structure, client demographics, regulatory disclosures, and any conflicts of interest must be reported on addendum 4.

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