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Another name for form ADV part 2. A disclosure document that investment advisers provide to their clients. Must be written in plain English disclose the types of advisory services offered, the adviser's fee schedule, disciplinary action, conflicts of interest, and the educational and business background of management and key advisory personnel of the advisor.

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1. Another name for form ADV part 2. A disclosure document that investment advisers provide to their clients. Must be written in plain English disclose the types of advisory services offered, the adviser's fee schedule, disciplinary action, conflicts of interest, and the educational and business background of management and key advisory personnel of the advisor.





 
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