Updated ADV 2A Brochure and Annual Offering
IPI Wealth Management's ADV 2A Brochure has been updated, see below. Over the next month your current advisory clients will be sent our annual disclosure letter as required. It is a simple one page letter that offers a copy of our updated ADV 2A Brochure to clients (a draft of the letter is attached). Clients that request a copy of the ADV 2A Brochure should forward their request to our Operations Department. Please know that we are required to track the requests received from the annual offering letter.
Please begin utilizing the amended ADV 2A Brochure immediately with your new advisory accounts and remember to also provide a copy of your own ADV 2B Disclosure Brochure to them along with the 2A Brochure.
If you have any questions on the annual mailing or the ADV 2A or B, please let us know. Thanks, Renee
IPI Wealth Management ADV 2A - 3/29/2016 |
2016 ADV 2 Offer Letter |