Recent Form ADV amendments continue the Big Data trend. Form ADV continues to expand ever more rapidly as data mining and handling techniques by regulators allow for the utilization of Form ADV for risk measurement. Ease the burden by signing up to receive access to our free Form ADV toolkit. The toolkit includes valuable content such as templates, checklists and commentary from our consulting team to make this process as painless as possible – whether you’re filing your firm’s Form ADV for the first time or the 20th.
Sign up and you’ll receive:
- Ascendant Summary of 2017 Form ADV Changes
- Ascendant Checklist of New Required Information in 2017
- Ascendant Form ADV ComplianceCast and Powerpoint presentation
- Ascendant Part 2A Template
- Ascendant Part 2B Template
- Ascendant Checklist to Review Part 2A
- Ascendant Checklist to Review Part 2B
- And more!