FOLIO Ontology

Identification

IRI:
https://folio.openlegalstandard.org/RDlzPpqTf5hPCjbN8mP78NH
Label Investment Adviser Registration Document
Preferred Label Form ADV
Identifier N/A
Alternative Labels

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Definition

An Investment Adviser Registration Document is a formal document filed with the country's financial regulator (e.g., U.S. Securities and Exchange Commission (SEC)) by investment advisers or other entities to register their services and provide essential information to the public and regulatory authorities. The document typically includes details about the entity's business practices, conflicts of interest, disciplinary information, and background of the principals.

Class Relationships

Is Defined By

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See Also

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Parent Class Of 0

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Class Hierarchy Visualization

Interactive graph showing class relationships - click on any node to navigate to that class

Additional Information

Metadata

Comment

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Description

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Notes

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Editorial Information

History Note

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Editorial Note

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Deprecated

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Source and Origin

No source or origin information available