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What is the purpose of ADV Part 2B?

Form ADV Part 2B (a.k.a., the brochure supplement) contains required information about the individuals providing financial advice at your firm. It should be consistent with Form U4 in all material respects.

What is an N CEN filing?

Form N-CEN is the reporting form that is to be used for annual reports filed pursuant to rule 30a1 under the Act (17 CFR 270.30a-1) by registered investment companies, other than face- amount certificate companies, under section 30(a) of the Act and, in the case of small business investment companies and registered

What is ADV Part I and II?

Form ADV includes two parts, both of which provide detailed information about the firm. Part I is a fill-in-the-blank form, and Part II is a brochure written in prose. The first part contains basic facts about the firm, like its fees, client types, assets under management and any disclosures.

What is Part 2 of ADV?

Part 2 requires investment advisers to prepare narrative brochures that include plain English disclosures of the advisers business practices, fees, conflicts of interest, and disciplinary information. The brochure is the primary disclosure document for investment advisers and must be delivered to advisory clients.

What does the ADV Part 2B contain?

The supervised persons name, business address and telephone number. Your firms name, business address and telephone number. If your firm brochure uses a business name for your firm, use the same business name for the firm in the supplement. The date of the supplement.

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What is 24F 2 filing?

Form 24F-2 shall be used as the annual report filed by face amount certificate companies, open-end management companies, and unit investment trusts pursuant to 270.24f-2 of this chapter for reporting securities sold during the fiscal year. [62 FR 47940, Sept.

What filings are required by the SEC?

The SEC requires companies to file annual reports on its Form 10-K as well as quarterly reports on Form 10-Q. Overall, information such as the companys financial condition, operating results, and management compensation, are examples of critical data that the SEC requires companies to report.

What is a 24F 2?

SEC Form 24F-2 is a filing that must be submitted annually by open-end management companies in order to collect the requisite fees owed by them to the Securities and Exchange Commission (SEC). The form is also required for face-amount certificate companies and unit investment trusts (UITs).

What is n6 filing?

SEC Form N-6 is a document that must be submitted by separate accounts, which are unit investment trusts (UITs) that offer variable life insurance contracts. A unit investment trust is a U.S. financial company that buys or holds a group of securities, such as stocks or insurance contracts.

What is an N port filing?

Form N-PORT is the reporting form that is to be used for monthly reports of Funds other than money market funds and SBICs under section 30(b) of the Act, as required by rule 30b1-9 under the Act (17 CFR 270.30b1-9).

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