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Form Adv Part Registered Investment Advisor Disclosure Statement Ii Glossary Instructions

Form Adv Part Registered Investment Advisor Disclosure Statement Ii Glossary Instructions 1 1b Sec

By at June 18 2019 18:06:57

Customise response boxes to reflect required answers and reduce completion errors. If asking for a persons date of birth, it makes sense to provide a box with the exact number of required digits and an example or guidance note to explain the format that the date should be entered in (DD/MM/YYYY).

Provide examples and guidance and notes at the point of need. Have you ever got half-way through a form and suddenly come to a question that asks you about something you do not understand or have no idea about where to find the answer? Its even more infuriating if the question says something like.

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