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- Click ‘Get Form’ to open it in the editor.
- Begin by entering the names and CRD numbers of the designated principals responsible for rendering investment advice in Illinois. Ensure that each principal has passed the necessary qualifying examinations.
- In the affidavit section, select either option A or B to certify your prior investment adviser activities. If you choose B, attach all relevant information regarding past advice rendered.
- Complete the investment adviser representations by confirming your compliance with compensation regulations and ensuring that all designated principals are registered as required.
- Finally, provide your name, signature, title, and date at the bottom of the form to validate your application.
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| Versions | Form popularity | Fillable & printable |
|---|---|---|
| 2015 | 4.9 Satisfied (50 Votes) |
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