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Part 2 form ADV item 1cover paperbacks Planning Group, Inc. 2500 Devine Street Columbia, South Carolina 292052400 803.933.0054 jon@abacusplanninggroup.com www.abacusplanninggroup.com March 28, 2023|
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The Abacus Part 2 form is a financial reporting document used for submitting specific information related to financial activities or obligations, often required by regulatory bodies.
Entities or individuals engaged in financial activities that meet certain thresholds set by regulatory authorities are required to file the Abacus Part 2 form.
To fill out the Abacus Part 2 form, gather the necessary financial information, follow the instructions provided for the form, ensure accuracy, and submit it by the deadline specified.
The purpose of the Abacus Part 2 form is to provide authorities with detailed financial information needed for regulatory compliance and oversight.
The information that must be reported includes financial transactions, account details, income sources, and any other relevant financial data as specified in the instructions for the form.
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