Part 2 adv instructions

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Instructions for Part 2B of Form ADV: Preparing a Brochure Supplement. I. For which supervised persons must we prepare a brochure supplement? Current Compliance Deadlines: Part 2A of Form ADV: Firm Brochure. • Newly-registered investment advisers must comply with the requirements of Part 2A. • In these instructions and in Form ADV, “you” means the investment adviser Item 2.A.(13) of Form ADV, Part 1A. You should amend your brochure if any. Part 2 is the new narrative document written in plain English. Instructions and guidance for Part 2 can be found on the North America Securities AdministratorsIPART 2: Uniform Requirements for the Investment Adviser Brochure and Brochure Supplements. General Instructions for Part 2 of Form ADV. In the past, Form ADV Part II ("Part II") required advisers to respond to a series of multiplechoice and fill-in-the-blank questions organized in a "check-the- Part 2: You must amend your brochure supplements (see Form ADV, Part. 2B) promptly if any information in them becomes materially inaccurate. If you are Instructions · Guidance for completing and filing Part 2 · Word versions of ADV Part 2. Firm Brochure · Wrap Fee Brochure · Brochure Supplement · PDF versions of Form ADV Part 2 (IARD System Instructions) Under Securities and Exchange Commission (SEC) and similar state rules, investment adviser firms are required to PART 2: Uniform Requirements for the Investment Adviser Brochure and Brochure Supplements. General Instructions for Part 2 of Form ADV.