Annual ADV Update Filing

As a member of XYPN, you have access to an Annual ADV Update hub in your member portal that provides step by step instructions for completing your annual ADV filing requirements as well as how to get support from our compliance team if you need it!.

The main purpose of your Annual ADV Update filing is to (i) confirm your firm’s information is still current and accurate, such as your firm’s address, number of employees, and website information; (ii) update client figures such as client count, and (iii) update assets under management figures. 

Visit your Annual ADV Update hub for the latest information!