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Code of Ethics Updated March 3, 2022INTRODUCTION At Primers Advisors LLC (PTA or Firm), we take pride in our commitment to serving our clients needs and the integrity with which we conduct our business.
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Review the disclosure and code of conduct documents carefully to understand the guidelines and expectations.
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Provide accurate and complete information in the disclosure form, including any conflicts of interest or financial disclosures.
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Sign and date the disclosure form to acknowledge your understanding of the guidelines and your commitment to compliance.
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Review the code of conduct document and adhere to the outlined rules and ethical standards in your professional conduct.

Who needs disclosure and code of?

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Employees working in organizations that have established policies requiring disclosure and adherence to a code of conduct.
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Contractors or vendors who have agreements with organizations that require compliance with a code of conduct.
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Board members and executives who have fiduciary responsibilities and ethical obligations to the organization.
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Disclosure is the act of making information known, while a code of conduct is a set of guidelines that establish expected behaviors and responsibilities.
Typically, individuals and organizations that are subject to regulatory oversight must file disclosures and adhere to a code of conduct, including public companies, financial institutions, and specific professionals.
To fill out disclosure and code of, individuals should gather the required information, complete the designated forms accurately, and submit them to the appropriate regulatory body according to specified guidelines.
The purpose is to ensure transparency, maintain trust, and uphold ethical standards within organizations and industries, enhancing accountability.
Commonly reported information includes financial statements, conflicts of interest, business relationships, and any material events that could impact stakeholders.
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