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Form ADV Part 2A BrochureCOVE PAGE5600 Wyoming NE, Suite 220 Albuquerque, NM 87109505 828 2824 www.hanseaticgroup.com March 31, 2023This brochure provides information about the qualifications and

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How to fill out form adv part 2a

01

Review the instructions provided by the Securities and Exchange Commission (SEC) for filling out Form ADV Part 2A.

02

Provide accurate information about your firm's key personnel, ownership, business practices, affiliations, and disciplinary history.

03

Include details about the services offered, fees charged, and any conflicts of interest that may exist.

04

Describe the investment strategies and methods used by your firm to manage client assets.

05

Update the form annually or when there are material changes to the information provided.

Who needs form adv part 2a?

01

Investment advisers registered with the SEC or required to register with the SEC are required to file Form ADV Part 2A.

02

This form is used to provide clients and potential clients with important information about the adviser's business practices, services offered, and potential conflicts of interest.

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What is form adv part 2a?

Form ADV Part 2A is a disclosure document that provides key information about an investment advisor, including services offered, fees charged, conflicts of interest, disciplinary information, and more.

Who is required to file form adv part 2a?

Investment advisors registered with the SEC are required to file Form ADV Part 2A.

How to fill out form adv part 2a?

Form ADV Part 2A can be filled out electronically through the Investment Adviser Registration Depository (IARD) system by providing accurate and up-to-date information about the investment advisor's business practices.

What is the purpose of form adv part 2a?

The purpose of Form ADV Part 2A is to provide clients and potential clients with important information about an investment advisor to help them make informed decisions about whether to hire or retain the advisor.

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

Form ADV Part 2A requires information such as the advisor's educational background, investment strategies, services offered, fees charged, disciplinary history, conflicts of interest, and other relevant details.

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