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Form ADV Part 3: Relationship Summary
Hilly Hunt Wealth Management, Inc. Introduction
Hilly Hunt Wealth Management, Inc. (HIM or we) is an investment adviser registered with the U.S. Securities and
Exchange
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How to fill out date of disclosure brochure
How to fill out date of disclosure brochure
01
Start by gathering all the necessary information and documentation that needs to be disclosed in the brochure.
02
Clearly outline the key dates and events that occurred within the reporting period.
03
Provide detailed descriptions of any financial transactions or investments made during the period.
04
Include any relevant updates or changes in your organization's policies or procedures.
05
Ensure that the disclosure brochure is written clearly and in a format that is easy for readers to understand.
Who needs date of disclosure brochure?
01
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What is date of disclosure brochure?
The date of disclosure brochure is a document that provides essential information about a company or investment fund, allowing investors to make informed decisions.
Who is required to file date of disclosure brochure?
Investment firms, mutual funds, and any entity that offers investment products to the public are required to file a date of disclosure brochure.
How to fill out date of disclosure brochure?
To fill out the date of disclosure brochure, include key details about the investment, such as fees, risks, objectives, and performance history, in a clear and concise manner.
What is the purpose of date of disclosure brochure?
The purpose of the date of disclosure brochure is to inform potential investors about the nature and risks of the investment, as well as to promote transparency and trust.
What information must be reported on date of disclosure brochure?
The date of disclosure brochure must report information such as investment objectives, strategies, risks, performance data, fees, and any potential conflicts of interest.
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