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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: WESTSIDE INVESTMENT MANAGEMENT, LLC CRD Number: 154522OtherThanAnnual
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How to fill out our core principles
How to fill out our core principles
01
Understand the core principles of our organization
02
Read the guidelines and instructions provided for each principle
03
Apply the principles in daily operations and decision-making processes
04
Ensure alignment with the core values of the organization
Who needs our core principles?
01
Employees who want to understand the values and beliefs of the organization
02
Managers and leaders who need to make decisions in alignment with the core principles
03
Stakeholders who want to assess the ethical and moral framework of the organization
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What is our core principles?
Our core principles are the fundamental beliefs and values that guide our organization's actions and decisions.
Who is required to file our core principles?
All employees and members of the organization are required to file our core principles.
How to fill out our core principles?
Our core principles can be filled out by completing the designated form or online portal with the necessary information.
What is the purpose of our core principles?
The purpose of our core principles is to ensure alignment and consistency in actions and decisions across the organization.
What information must be reported on our core principles?
Our core principles must include a statement of beliefs, values, and ethical standards that the organization upholds.
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