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Office of Administration and FinanceHolyoke Community College
303 Homestead Ave
Holyoke, MA 01040HOLYOKE COMMUNITY COLLEGEInvestment Advisory Services
RFR #2206ISSUE DATE:
Friday, February 18, 2022PROPOSALS
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What is 22-06 investment advisory services?
22-06 investment advisory services refer to a form that provides information on investments and financial advice given to clients by a registered investment advisor.
Who is required to file 22-06 investment advisory services?
Registered investment advisors are required to file 22-06 investment advisory services.
How to fill out 22-06 investment advisory services?
To fill out 22-06 investment advisory services, registered investment advisors need to provide detailed information on their investment strategies, client portfolios, and any conflicts of interest.
What is the purpose of 22-06 investment advisory services?
The purpose of 22-06 investment advisory services is to provide transparency and accountability in the investment advisory industry.
What information must be reported on 22-06 investment advisory services?
Information such as investment performance, client demographics, fee structures, and potential conflicts of interest must be reported on 22-06 investment advisory services.
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