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Client Relationship Summary (CRS Form ADV Part 3)January 28, 2022-Page 1 of 3Align Impact, LLC (Align) is an investment adviser registered with the United States Securities and Exchange Commission
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How to fill out amendments to form adv

01
Obtain the Form ADV from the Securities and Exchange Commission (SEC) website.
02
Carefully review the instructions for filling out the form.
03
Identify the sections of the form that require amendments.
04
Fill out the required information in those sections accurately and completely.
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Double-check all the information before submitting the amended form to the SEC.

Who needs amendments to form adv?

01
Any investment adviser registered with the SEC who needs to update or correct information previously provided in Form ADV.
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Amendments to form adv are changes or updates made to the initial filing of Form ADV, which is used by investment advisors to register with the Securities and Exchange Commission (SEC) or state securities authorities.
Investment advisors who have previously filed Form ADV are required to file amendments to Form ADV when there are material changes to their business or advisory activities.
Amendments to Form ADV can typically be filled out online through the Investment Adviser Registration Depository (IARD) system.
The purpose of amendments to Form ADV is to provide updated and accurate information about the investment advisor's business, personnel, advisory activities, and potential conflicts of interest.
Amendments to Form ADV typically require reporting of changes in the investment advisor's business practices, ownership, affiliations, disciplinary history, and other material information.
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