Form ADV Part 1 - Item 8

The questions below correspond to Item 8 of the Form ADV Part 1. 

Note that if you leave a question blank or do not answer a question, we will assume the answer to it is "no."

All responses should be as of the end of your most recent fiscal year (for most firms that is December 31). If you completed this form last year, we will seek clarification or additional information.


Consider all cash and non-cash compensation that you or a related person gave to any person in exchange for client referrals, including any bonus that is based, at least in part, on the number or amount of client referrals.
Do not include the regular salary you pay to an employee, but consider all cash and non-cash compensation that you or a related person received from any person in exchange for client referrals, including any bonus that is based, at least in part, on the number or amount of client referrals.
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