Representative(s) Affidavit {RA} | Pdf Fpdf Doc Docx | District Of Columbia

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Representative(s) Affidavit {RA} | Pdf Fpdf Doc Docx | District Of Columbia

Last updated: 6/29/2020

Representative(s) Affidavit {RA}

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Description

DISTRICT OF COLUMBIA REPRESENTATIVE(S) AFFIDAVIT. This form is utilized by the Government of the District of Columbia, Department of Insurance, Securities, and Banking. Investment advisers or their representatives are required to complete this affidavit to certify certain information regarding their advisory services in the District of Columbia. The form includes details such as the name of the investment adviser, representative's name, and CRD number. It requires the representative to certify whether the applicant has provided investment advisory services in the District of Columbia and, if so, provide specific information about the clients, agreements, services, assets managed, and fees received. The form must be signed by the representative and notarized, confirming the accuracy of the information provided. www.FormsWorkflow.com

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