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Get the free Form ADV Part 2A Brochure Pring Turner Capital Group

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CLIENT RELATIONSHIP SUMMARY [FORM CRS] September 29, 2023 Pring Turner Capital Group, Inc. (Pring Turner, Firm, we, our, or us) is an investment advisory firm registered with the Securities and Exchange
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How to fill out form adv part 2a

01
Obtain a blank copy of Form ADV Part 2A from the Securities and Exchange Commission (SEC) website or your compliance software provider.
02
Fill in the basic identifying information at the top of the form, including the name of your firm, contact information, and the date the form was prepared.
03
Provide information about your firm's ownership structure, including details about any affiliated companies or individuals.
04
Disclose any disciplinary history of your firm or its key personnel, including any regulatory actions, criminal convictions, or civil lawsuits.
05
Describe your firm's advisory services, investment strategies, and fee schedule in detail.
06
Provide information about your firm's conflicts of interest and how you mitigate them to ensure the best interests of your clients.
07
Disclose any other relevant information required by the SEC, such as additional compensation arrangements or material changes to the firm's operations.
08
Review the completed Form ADV Part 2A for accuracy and completeness before submitting it to the SEC.

Who needs form adv part 2a?

01
Any investment adviser registered with the Securities and Exchange Commission (SEC) or a state securities regulator needs to complete Form ADV Part 2A.
02
Form ADV Part 2A is a key component of the adviser registration process and provides important information about the adviser's services, fees, conflicts of interest, and disciplinary history to clients and potential clients.
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Form ADV Part 2A is a regulatory document used by investment advisors to provide clients with important information about the advisor's business, services, fees, and the potential risks associated with investing.
Investment advisors who are registered with the Securities and Exchange Commission (SEC) or with state regulators are required to file Form ADV Part 2A.
To fill out Form ADV Part 2A, advisors must provide detailed information about their firm, services, fees, management strategies, and any conflicts of interest, following the guidelines set out by the SEC.
The purpose of Form ADV Part 2A is to provide clients with clear and comprehensive information about an advisor's business practices, fees, and the risks associated with their investment strategies.
Form ADV Part 2A must report information such as the advisor's qualifications, services provided, fee structures, performance data, disciplinary history, and conflicts of interest.
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