Product Description
RCC will prepare one (1) investment advisory Client Relationship Summary/Form ADV Part 3 (“Form ADV Part 3”). Client will be required to complete RCC’s online questionnaire for the Form ADV Part 3 Drafting Service. Upon Client’s approval of the draft Form ADV Part 3, RCC will file the Form ADV Part 3 with the SEC via the IARD system.
After receiving the online payment for this service, we will send you an email requesting that you execute an electronic contract. (If you would like to view or execute this electronic engagement now, please click here). Once we have received your executed agreement along with your online payment, we will email you instructions on how to provide RIA Compliance Consultants with user access to your IARD/Web CRD Account. This will allow us to prepare and submit documents on your behalf.