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FORM ADV PART 2B BROCHURE SUPPLEMENTJason A. Forrester, CPA, CGMA OFFICE ADDRESS: 1400 Preston Road Suite 400 Plano, TX 75093 Telephone: 9723804900 Forum Financial Management, LP 1900 S. Highland

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How to fill out form adv part 2b

01

Gather all necessary information and documentation required to fill out the form.

02

Start by providing your firm's name, address, and contact information.

03

Include details about the types of advisory services your firm provides.

04

Disclose any conflicts of interest or disciplinary actions involving your firm or its employees.

05

Describe your firm's fee structure and any additional fees clients may incur.

06

Include information about your firm's investment strategies and risk management procedures.

07

Review the completed form for accuracy and make any necessary revisions before submitting.

Who needs form adv part 2b?

01

Investment advisers registered with the Securities and Exchange Commission (SEC) are required to complete Form ADV Part 2B and provide it to clients.

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What is form adv part 2b?

Form ADV Part 2B is a brochure supplement that provides additional information about financial advisors and their personnel to clients.

Who is required to file form adv part 2b?

Investment advisers who are registered or required to be registered with the SEC or state securities authorities are required to file Form ADV Part 2B.

How to fill out form adv part 2b?

To fill out Form ADV Part 2B, advisers must provide specific information about key personnel, including their educational background, business experience, and any disciplinary history.

What is the purpose of form adv part 2b?

The purpose of Form ADV Part 2B is to provide clients with clear and comprehensive information about the qualifications and background of the advisers who will be providing services to them.

What information must be reported on form adv part 2b?

Form ADV Part 2B must report information such as professional education, business experience, other business activities, and disciplinary history of investment adviser representatives.

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