The North American Securities Administrators Association (“NASAA”) recently released an interative PDF version of the Form ADV including the Part II and Schedule F for use by registered investment advisors. If you’d like to download this new interactive PDF version of the Form ADV, click here to link to the applicable NASAA’s webpage. In light of this new offering and the recent development allowing investment advisor applicants to submit the Form ADV Part II and Schedule F online via the IARD system, a completely paperless registration of state investment advisors doesn’t seem too far off in the future.
Posted by Bryan Hill
Labels: Form ADV