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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: HARVEY INVESTMENT COMPANY, LLC CRD Number: 110482Annual Amendment All
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How to fill out form adv 2a draft

01
Download the Form ADV 2A draft from the SEC website
02
Fill in the required information such as the name of the firm, contact information, and ownership structure
03
Provide details about the firm's business practices, fee structure, and disciplinary history
04
Include any additional information as required by the SEC
05
Review the completed form for accuracy and completeness before submitting

Who needs form adv 2a draft?

01
Investment advisers registered with the Securities and Exchange Commission (SEC) are required to fill out Form ADV 2A draft
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Form ADV 2A is a required document that investment advisers must prepare and file with the SEC or state regulators. It provides clients with important information about the adviser's services, fees, and business practices.
Investment advisers who are registered with the SEC or state regulators are required to file Form ADV 2A.
To fill out Form ADV 2A, advisers must provide detailed information about their firm, including services offered, fee structures, conflicts of interest, and disciplinary history. They can use guidance provided by the SEC or their state regulators.
The purpose of Form ADV 2A is to disclose essential information to clients regarding the investment adviser's business practices, fees, and potential conflicts of interest, ensuring transparency and informed decision-making.
Form ADV 2A must report information such as the adviser's business description, fees, services, qualifications, performance data, regulatory disclosures, and any disciplinary history.
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