Can I post Electronic Form ADV Part II to my website for clients to download?
Electronic Form ADV Part II can be used as brochureware on your website. Complete Electronic Form ADV Part II with the information unique to your investment advisory firm and upload it to the server where your website is being hosted. You can create a hyperlink to your Electronic Form ADV Part II and prospects can automatically download the information instead of having to print out copies in your office. A .pdf file can also be created (see question below) to post to your website. Can I create an Adobe Acrobat .pdf file using electronic Form ADV? Provided you have a complete version of Adobe Acrobat loaded onto your computer a .pdf file can be created using our software. After entering all the data unique to your investment advisory firm in our downloaded software package, use the file > print command and specify the printer name as “Adobe PDF” from the drop down box. This will create a .pdf version of your Form ADV which can than be posted to your website, printed or emailed to a cli
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