Keystone oba form 2025

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The document is an Outside Business Activities Disclosure Form required by FINRA Rule 3270 for registered representatives (RRs) of THE BD. It mandates RRs to disclose any outside business activities they intend to engage in, detailing the nature of the business, their role, and compensation. The form includes sections for activity description and attestation, emphasizing that no outside activity should commence without prior written approval from the Chief Compliance Officer (CCO).

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Click ‘Get Form’ to open the keystone oba form in the editor.
Begin by indicating whether you are currently engaged in any outside business activities. If not, check the first box and proceed to Section 2.
If you are requesting approval for a new outside business activity, check the second box and complete both Sections 1 and 2.
In Section 1, provide a detailed description of the activity, including the name under which it will be conducted and its type (e.g., Corporation, LLC).
Specify your role in the business and any ownership percentages. Attach relevant documents such as stationery or business cards as needed.
Complete Section 2 by attesting that all information provided is accurate and current. Sign and date the form before submission.

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