Brochure Supplement

RegEd has a new electronic workflow solution that will integrate with your existing Representative data (stored by RegEd and/or FINRA), to rapidly and efficiently create Brochure Supplements that will satisfy the requirements of Form ADV Part 2B. RegEd's Brochure Supplement will streamline the process of complying with Form ADV Part 2B requirements.

RegEd's ongoing support and our electronic solution's event-driven new supplement creation (e.g. address change, DRP update, education update, etc.), will ensure that you always have the most current supplement and are fully in compliance with SEC requirements.

Key Features Benefits
  • Automated ADV Part 2B creation and customizable PDF
  • Integrates with existing data for greater efficiency
  • Reduce time and resources required to create Part 2B
  • Rapid implementation through leveraged workflow

RegEd's electronic workflow solution integrates with existing representative data to provide speed, efficiency, and message consistency. Use it to refine your data collection, data verification and approval process.



Download RegEd's Essential Guide to Form ADV Part 2A



Download RegEd's Essential Guide to Form ADV Part 2B