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Table of Contents: Terms of Use and Basic Services and Premium Services Subscription Agreement of Xulu, Inc. Form ADV Part 2A Firm Brochure Form ADV Part 2B Investment Advisor Brochure Supplement Privacy Notice of Xulu,
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Document Date: 2015-03-04 13:14:24


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File Size: 492,47 KB

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City

San Francisco / /

Company

Xulu Inc. / Yodlee Inc. / FutureAdvisor / /

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Event

Business Partnership / Reorganization / /

IndustryTerm

investment advisory services / particular investment product / investment tools / /

Movie

D. 2 / /

Organization

Basic Service / B. Premium Service / ETFs / and U.S. Government / U.S. Securities and Exchange Commission / Services A. Basic Service / /

/

Position

attorney / Form ADV Part 2A Firm Brochure Form ADV Part 2B Investment Advisor / broker / investment adviser / Investment Advisor Relationship / Premium Account Broker / /

ProvinceOrState

California / /

Technology

computer algorithms / /

URL

FutureAdvisor.com / www.futureadvisor.com / www.futureadvisor.com/legal/yodlee-terms.pdf / /

SocialTag