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https://www.law.cornell.edu/cfr/text/17/275.204-3
The brochure you deliver to a client may omit any information required by Part 2A of Form ADV if the information does not apply to the advisory services or fees that you will provide or charge, or that you propose to provide or charge, to that client. (f) Other disclosure obligations.
https://www.sec.gov/about/forms/formadv-part2.pdf
2. Plain English. The items in Part 2 of Form ADV are designed to promote effective communication between you and your clients. Write your brochure and supplements in plain English, taking into consideration your clients’ level of financial sophistication. Your brochure should be …
https://www.sec.gov/fast-answers/answersformadvhtm.html
Mar 11, 2011 · Form ADV is the uniform form used by investment advisers to register with both the Securities and Exchange Commission (SEC) and state securities authorities. The form consists of two parts. Part 1 requires information about the investment adviser’s business, ownership, clients, employees, business practices, affiliations, and any disciplinary ...
https://www.ria-compliance-consultants.com/2011/04/new-form-adv-part-2-delivery-requirements/
As an SEC registered investment advisor transitions to the new Form ADV Part 2, the investment advisor must deliver the new Form ADV Part 2 to existing clients within 60 days of the date that the investment advisor was required to file it.
https://www.sewkis.com/publications/form-adv-filing-and-delivery-requirements/
The annual updating amendment to Form ADV is required to be filed within 90 days of the end of an adviser’s fiscal year. Accordingly, each adviser with a fiscal year end of 12/31/2010 must file an annual updating amendment with the new Form ADV Part 2A no later than 3/31/2011. In addition to filing Part …
https://www.morganlewis.com/-/media/files/publication/outside-publication/article/compcorner_electronicdeliveryformadv.ashx
Form ADV, Part 2 delivery obligations that were adopted on July 28, 2010. This article reviews certain common questions about electronic delivery and considerations for advisers that wish to take advantage of electronic communications for purposes of delivering Form ADV. What are the New Delivery
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