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Form ADV Part 2A: The Brochure MARCH 15, 2021Bronxville, New Perform Apart 2A: The BrochureCapital Preservation Partners, Inc (CPP) Part 2A of Form ADV The Brochure 51 Pond field Rd Suite 4 Brownsville,

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How to fill out form adv part 2a

01

Begin by providing general information about the investment advisor firm, including the firm's name, address, and contact information.

02

Disclose information about the firm's ownership and control, such as if it is a sole proprietorship or partnership.

03

Detail the firm's investment strategy and methods for analysis and evaluation of investments.

04

Provide information about any conflicts of interest the firm may have, including compensation arrangements.

05

Describe the firm's code of ethics and any disciplinary history of the firm or its employees.

06

Include information about fees and compensation charged by the firm.

07

Disclose any additional information or material changes that have occurred since the last filing of Form ADV Part 2A.

Who needs form adv part 2a?

01

Investment advisor firms registered with the SEC are required to fill out and file Form ADV Part 2A as part of their registration process.

02

Clients and potential clients of the investment advisor firm may also benefit from reviewing Form ADV Part 2A to better understand the firm's business practices and potential conflicts of interest.

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What is form adv part 2a?

Form ADV Part 2A is a disclosure document that provides information to clients about an investment adviser's services, fees, and conflicts of interest.

Who is required to file form adv part 2a?

Investment advisers registered with the Securities and Exchange Commission (SEC) are required to file Form ADV Part 2A.

How to fill out form adv part 2a?

Form ADV Part 2A can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of form adv part 2a?

The purpose of Form ADV Part 2A is to provide clients with important information about an investment adviser's business practices and potential conflicts of interest.

What information must be reported on form adv part 2a?

Information that must be reported on Form ADV Part 2A includes the adviser's services, fees, disciplinary history, and conflicts of interest.

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