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Form ADV Part 2A and 2B INVESTMENT ADVISOR BROCHURE AND BROCHURE Supplemented 1: Cover Page Name of Firm Address Phone Number Website Address Email Address Date of BrochureCertified Planners, Inc.
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How to fill out brochure supplement
How to fill out brochure supplement
01
Gather all relevant information about the individual who the brochure supplement is for, such as background, qualifications, experience, and disciplinary history.
02
Include the required sections in the brochure supplement, such as educational background, business experience, and any other business activities.
03
Ensure that the information included is accurate, current, and presented in a clear and easy-to-understand format.
04
Review the completed brochure supplement for any errors or missing information before finalizing it for distribution.
Who needs brochure supplement?
01
Investment advisors and brokers who are registered with the Securities and Exchange Commission (SEC) or state securities regulators need to provide a brochure supplement to their clients.
02
Clients of registered investment advisors or brokers may request a copy of the brochure supplement to review important information about the individual providing them with investment advice.
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What is brochure supplement?
A brochure supplement is a document that provides information about key individuals at a registered investment advisor firm.
Who is required to file brochure supplement?
Registered investment advisors are required to file a brochure supplement.
How to fill out brochure supplement?
Brochure supplements can be filled out electronically using the Investment Adviser Registration Depository (IARD) system.
What is the purpose of brochure supplement?
The purpose of a brochure supplement is to provide clients with information about the background and qualifications of the individuals providing investment advice.
What information must be reported on brochure supplement?
Brochure supplements must include educational background, business experience, disciplinary history, and other key information about the individual.
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