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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: HARVARD FAMILY OFFICE LTD CRD Number: 155003OtherThanAnnual Amendment

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How to fill out form adv part 3

01

Obtain a copy of Form ADV Part 3 from the SEC website or by requesting a physical copy from the SEC.

02

Fill out the general information section, including the name and contact information of the investment adviser.

03

Provide information about the business practices of the investment adviser, including services offered and fee structure.

04

Disclose any conflicts of interest that may exist, as well as any disciplinary history of the adviser.

05

Sign and date the form before submitting it to the SEC for review.

Who needs form adv part 3?

01

Investment advisers registered with the SEC are required to fill out Form ADV Part 3, also known as Form CRS (Customer Relationship Summary). This form is intended to provide important information to clients about the services offered, fees charged, and potential conflicts of interest that may exist.

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What is form adv part 3?

Form ADV Part 3 is a document required by the Securities and Exchange Commission (SEC) that provides information about a firm's business practices, conflicts of interest, and disciplinary history.

Who is required to file form adv part 3?

Investment advisers who are registered with the SEC are required to file Form ADV Part 3.

How to fill out form adv part 3?

Form ADV Part 3 can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.

What is the purpose of form adv part 3?

The purpose of Form ADV Part 3 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 3?

Form ADV Part 3 requires information about an investment adviser's business practices, fees, disciplinary history, conflicts of interest, and other key details.

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