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This document serves as a registration application for investment advisers, detailing important identifying information, regulatory compliance, business activities, and disclosures required by the SEC. The filing includes data on the firm QS Investors, LLC, its offices, services provided, financial information, and the regulatory status of its operations.
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What is form adv?
Form ADV is a regulatory form used by investment advisers to register with the SEC and state regulators, providing essential information about the adviser, their business, and the services they offer.
Who is required to file form adv?
Investment advisers who manage client assets and provide advice on securities are required to file Form ADV with the SEC or state regulatory authorities.
How to fill out form adv?
Form ADV consists of two parts: Part 1 requires information about the advisory firm and its ownership, while Part 2 provides a narrative brochure detailing the services, fees, and conflicts of interest. Advisers must answer all questions accurately and may need to update the form annually.
What is the purpose of form adv?
The purpose of Form ADV is to provide essential information about investment advisers to clients and regulators, ensuring transparency and protecting investors.
What information must be reported on form adv?
Form ADV requires reporting information such as the adviser's business structure, ownership, services offered, fees, disciplinary history, and details about employees and affiliates.
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