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Separately Managed Accounts Adviser user guide Version 1 Definitive 13 December2012 Client Services Contents About this document 3 Audiences...........................................................................................................

How to fill out separately managed accounts

How to fill out separately managed accounts:

1. Gather necessary paperwork and documentation, including personal identification, tax forms, and financial statements.
2. Research and select a qualified financial advisor or investment manager who specializes in separately managed accounts.
3. Meet with the advisor or manager to discuss your investment goals, risk tolerance, and any specific preferences or restrictions you have.
4. Provide the advisor or manager with the required information and complete any account opening forms or agreements.
5. Transfer funds or assets into the separately managed account as instructed by the advisor or manager.
6. Review and sign the investment management agreement, ensuring you understand the terms and fees associated with the account.
7. Stay in regular communication with the advisor or manager to discuss performance updates, any changes in your financial situation or goals, and to address any questions or concerns.

Who needs separately managed accounts:

1. High net worth individuals who require personalized investment strategies and greater control over their portfolios.
2. Individuals or families with complex or unique investment needs, such as those involving multiple asset classes or tax optimization strategies.
3. Investors seeking to delegate investment decision-making to professional money managers while still maintaining transparency and control over their assets.
4. Trusts, endowments, or foundations looking to preserve and grow their wealth over the long term.

Note: It is advisable to consult with a financial advisor or investment professional to determine if separately managed accounts are suitable for your specific financial goals and circumstances.

For pdfFiller’s FAQs

What is separately managed accounts?

Separately managed accounts (SMAs) are customized investment accounts that are managed on behalf of individual investors. These accounts offer personalized investment strategies and portfolio management.

Who is required to file separately managed accounts?

Financial advisors, investment managers, and other entities that manage separately managed accounts are required to file reports on these accounts.

How to fill out separately managed accounts?

Separately managed accounts are typically filled out by providing detailed information on the investments held within the account, performance data, and any other relevant information.

What is the purpose of separately managed accounts?

The purpose of separately managed accounts is to provide individual investors with personalized investment strategies and portfolio management tailored to their specific financial goals and risk tolerances.

What information must be reported on separately managed accounts?

Information that must be reported on separately managed accounts includes details on the investments held in the account, performance data, fees charged, and any other relevant information.

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