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2 AADR 474 Form K 65A Annuit MySBLI

2 AADR 474 Form K 65A Annuit MySBLI

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form ADV part 2B is known as the brochure supplement this is the part of form ADV that discloses background information on the Personnel that work for investment advisor firms specifically investment advisor Representatives that either have client-facing roles where they work directly with clients or investment advisor Representatives that maintain discretionary authority over client assets so for example that could be someone that works in the back office doesn't meet with clients but manages their accounts on their behalf on a discretionary basis and by the way discretionary means the client has given power of attorney to the firm or the investment advisor representative which gives them the ability of making investment choices and trades on their behalf without getting their explicit approval prior to each transaction discretionary accounts are great for investors that just want to give complete control to their advisors and forget about the investing and there are a lot of investor

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