In addition to the annual updating amendment deadline March 31st, now is the time to review ADV Part 2Bs and U4 documents for all.
Have each person review their ADV Part 2B and U4 to confirm the information is current and consistent with each other.
Once they have reviewed and before the changes are uploaded to the IARD, have each person review the final drafts and sign them. Maintain these signed copies in your files. It is your confirmation that the documents are correct.