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This document serves as the application for investment adviser registration and includes details pertaining to Oakley Capital S.L.U, its business structure, and compliance information as mandated by the SEC. The form must be completed accurately to avoid penalties, and periodic updates are required to maintain compliance.
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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 important information about the adviser's business, services, and fees.
Who is required to file form adv?
Investment advisers who manage client assets or provide investment advice for compensation are required to file Form ADV.
How to fill out form adv?
To fill out Form ADV, advisers must provide details about their business structure, ownership, services offered, fees, investment strategies, and any disciplinary history.
What is the purpose of form adv?
The purpose of Form ADV is to provide transparency and protect investors by disclosing essential information about the investment adviser and its practices.
What information must be reported on form adv?
Information reported on Form ADV includes the adviser's name, business address, ownership, clients, services offered, fee structure, and potential conflicts of interest.
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