Accessibility Consulting for Investment Advisers

Ensure Accessible Statements, Form ADV & PF Forms

Money managers, investment consultants, and financial planners are regulated as “investment advisers” who provide a wide range of advisory services and play an important role in helping individuals and institutions make significant financial decisions. Every SEC-registered investment adviser has the obligation to comply with the provisions of the Advisers Act and the rules that have been adopted by the SEC.

The SEC complies with Section 504 and Section 508 of the Rehabilitation Act, which requires SEC activities, programs and ICT to be accessible to members of the public with disabilities. 

247 accessible documents provides accessibility consultancy to investment advisers to make their statments and documents accessible. We ensure timely-delivery of accessible Form ADV or Form PF that are ADA, Section 508 compliant and conform to WCAG. 

People with disabilities often face challenges as they do not have access to important documents. Providing accessible documents not only helps you avoid potential risks of legal action but is also good business.  

Ensuring your documents and forms are accessible irrespective of whether you use PDF, Word, PowerPoint or Excel makes you stand out and improve the experience for all your users.

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247 Accessible Documents works with investment advisers across the world to provide Accessible Statements and Documents including Form ADV that is ADA and Scetion 508 compliant  and deliver:

Why Accessible Statments and Documents Matter to Investment Advisers?

  • Meet your accessibility compliance and manage risk as per Americans with Disabilities Act (ADA), Section 508 or AODA
  • Support people with disability using various assistive technology products with accessible information
  • Conform to accessibility standards & guidelines like PDF/UA, WCAG 2.0 & 2.1.
  • Ensure that all investment statments, Form ADV and Form PF are accessible and are ADA compliant. 

247 Accessible Documents works closely with customers to ensure that their documents are fully accessible in a most cost-effective manner. 

Upload a document today and receive an Accessible PDF, Accessible Word or Accessible PowerPoint to share with your stakeholders.

Excellent service and reliable delivery of files. It's also a pleasure working with everyone on staff for billing and invoicing.

- Center for Inclusive Design and Innovation