Form ADV Part 2A Brochure review
Investment-adviser brochure (Form ADV Part 2A) under Rule 204-3. Only the prose is checked.
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- + 113 general checks
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What it checks
Cover page + material-changes summary
Form ADV Part 2A brochure must include a cover page + Item 2 material-changes summary.
Critical · REG-008
Advisory business + services description
Brochure must describe advisory business + types of services (Item 4).
Critical · REG-009
Fees and compensation
Brochure must describe fees and compensation (Item 5).
Critical · REG-010
Methods of analysis + investment strategies + risk of loss
Brochure must describe methods of analysis, investment strategies, and material risks (Item 8).
Critical · REG-011
Disciplinary information (Item 9)
Brochure must disclose disciplinary events (or state none).
Critical · REG-012
Code of ethics + personal trading (Item 11)
Brochure must describe code of ethics and personal-trading policies (Item 11).
Critical · REG-013
Brokerage practices + soft dollars (Item 12)
Brochure must describe brokerage selection and any soft-dollar arrangements (Item 12).
Warning · REG-014
Custody (Item 15)
Brochure must address custody (Item 15) — whether adviser has custody and qualified-custodian arrangements.
Warning · REG-015
Prose only — financial statements and filing schemas are not checked
States on every regulatory-filing analysis that Vaulytica checks only the drafter's prose — not financial statements, numbers, or filing schemas.
Note · REG-040
Every run also applies 113 general checks that belong to any agreement: structure, parties and signatures, defined terms, cross-references, dates, amounts, and one-sided terms.
How it works
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