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1. Click the ‘Get Form’ button to retrieve the document and open it in the editor.
2. Begin by entering your personal information in the designated fields. Ensure that you accurately provide your full name, contact details, and any relevant identifiers as specified.
3. Proceed to the sections outlining past specific recommendations. Address each part by summarizing the key points that relate to your experience or knowledge, ensuring to respect the guidelines on presenting information objectively.
4. For any performance-related data, include a balanced view of both positive and negative outcomes. This promotes transparency, adhering to industry standards that discourage cherry picking.
5. Review any required disclosures that need to be included with your submission. Ensure that they comply with the regulations set forth under the Advisers Act. This may include statements about the limitations of past performance and the non-representativeness of the selected examples.
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