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| Latitude Advisors, LLC conducts an annual review of all of our third party money managers that we have received compensation from for money management services. Please answer questions below and provide documents requested. We thank you in advance for your cooperation and continued support of our business. Please return at your earliest convenience. Please start by clicking on the Continue button below. |
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| Have you been in compliance with your firms policies and procedures? |
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| Have there been any material changes to your Form ADV or other disclosure documents? |
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| Has your firm maintained your registration with SEC and/or state(s) in which you operate? |
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| Have there been any significant changes in your portfolio management team or investment strategies? |
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| Have you had any complaints and/or claims? |
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| Have you received any regulatory deficiency letters? |
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| Have there been any circumstances that would significantly affect your business operations? |
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| Is your disaster recovery plan documented and updated on an annual basis? |
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