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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: GLENMEDE INVESTMENT MANAGEMENT, LPCRD Number: 108165Annual Amendment
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How to fill out 408b2 disclosure document
How to fill out 408b2 disclosure document
01
Review the 408b2 disclosure document template provided by your employer or financial institution.
02
Enter your personal information, including name, address, and contact details.
03
Provide information about the services being offered and the fees associated with those services.
04
Include details about any conflicts of interest that may exist.
05
Sign and date the document, acknowledging that you have read and understood the information provided.
Who needs 408b2 disclosure document?
01
Financial professionals and advisors who provide investment advice to retirement plans or participants.
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What is 408b2 disclosure document?
The 408b2 disclosure document is a required notice that provides information about fees and services associated with retirement plans, particularly for service providers to ensure transparency regarding compensation.
Who is required to file 408b2 disclosure document?
Service providers or vendors who provide services to retirement plans, such as investment managers, must file the 408b2 disclosure document.
How to fill out 408b2 disclosure document?
To fill out the 408b2 disclosure document, service providers must detail their services, the fees charged, and any potential conflicts of interest, ensuring that all required information is complete and accurate.
What is the purpose of 408b2 disclosure document?
The purpose of the 408b2 disclosure document is to ensure that retirement plan fiduciaries receive clear and concise information regarding fees and services to make informed decisions in the best interest of plan participants.
What information must be reported on 408b2 disclosure document?
The document must report information about services provided, direct and indirect compensation, potential conflicts of interest, and the method of calculating fees.
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