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ELITE LA PORTFOLIO FUNDS Stocks and Shares ISA Transfer Form FOR COMPLETION BY THE INTRODUCING INTERMEDIARY (IF APPLICABLE) Advised Investment* Unadvised Investment* *Please tick as appropriate NOTE For
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Elite LJ Portfolio Funds are investment portfolios managed by Elite LJ Capital Management for high net worth individuals and institutional investors.
Investors who have investments in Elite LJ Portfolio Funds are required to file relevant tax documents.
Investors can fill out Elite LJ Portfolio Funds forms online or seek assistance from their financial advisor.
The purpose of Elite LJ Portfolio Funds is to provide investors with diversified investment options managed by professionals.
Investors must report their capital gains, dividends, interest income, and any other relevant financial information on Elite LJ Portfolio Funds.
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