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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: 14B CAPITAL MANAGEMENT PCRD Number: 319022Annual Amendment All Sections

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How to fill out client relationship summary adv

01

Gather all relevant information about the client's financial situation, investment experience, and investment objectives.

02

Use plain language and avoid jargon when filling out the client relationship summary adv form.

03

Provide accurate and up-to-date information about the firm's services, fees, and conflicts of interest.

04

Review the completed form with the client to ensure they understand the information presented.

Who needs client relationship summary adv?

01

Financial advisors and firms are required by the SEC to provide clients with a client relationship summary adv to help them make informed decisions about their investments.

02

Clients who are looking to work with a financial advisor or firm would also benefit from reviewing the client relationship summary adv to understand the services provided and fees associated.

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What is client relationship summary adv?

Client relationship summary adv is a document that provides information about the services, fees, and conflicts of interest related to a financial advisor or firm.

Who is required to file client relationship summary adv?

Financial advisors and firms registered with the SEC or state securities regulators are required to file client relationship summary adv.

How to fill out client relationship summary adv?

Client relationship summary adv can be filled out by providing accurate information about the advisor or firm's services, fees, and any conflicts of interest.

What is the purpose of client relationship summary adv?

The purpose of client relationship summary adv is to provide clients with a clear and concise overview of the advisor or firm's services, fees, and potential conflicts of interest.

What information must be reported on client relationship summary adv?

Client relationship summary adv must include information on the advisor or firm's services, fees, disciplinary history, and conflicts of interest.

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