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Print CHOICE Managed Account Agreement CLIENT SERVICES AGREEMENT FOR CHOICE FEE BASED ACCOUNTS Please select the desired CHOICE Program: CHOICE CHOICE CHOICE MFA ETF SMA MSA UMA This Kovacs Advisors

How to fill out choice managed account agreementversion

How to fill out choice managed account agreementversion:

1. Begin by gathering all necessary information and documents required for the agreement. This may include personal identification, financial statements, and contact information.
2. Read through the agreement carefully, ensuring that you understand all terms and conditions outlined. If any parts are unclear, seek professional advice or clarification.
3. Complete all sections of the agreement accurately and honestly. Provide the requested information, such as your name, address, and contact details.
4. Review additional sections of the agreement, such as investment goals and risk tolerance. Consider your investment objectives carefully and answer accordingly.
5. If there are any optional selections or choices to make within the agreement, make sure to carefully evaluate each option and select the one that best suits your needs.
6. Take note of any specific instructions or requirements mentioned in the agreement, such as the need to provide a check or relevant supporting documents.
7. Once you have filled out the entire agreement, double-check all sections for accuracy and completeness. Correct any errors or missing information.
8. Sign and date the agreement in the designated areas. If multiple parties are involved, ensure that all necessary signatures are obtained.
9. Make copies of the filled-out agreement for your records and submit the original document as per the instructions provided.

Who needs choice managed account agreementversion:

1. Individuals who wish to have professional management of their investment portfolio.
2. Those who desire personalized investment strategies based on their financial goals and risk tolerance.
3. Investors who want to delegate the day-to-day investment decisions to a professional portfolio manager.
4. Individuals who prefer to have regular updates and reports regarding the performance of their investments.
5. Investors who are interested in taking advantage of the expertise and resources of a professional investment firm.

Note: It is always advisable to consult with a financial advisor or investment professional when considering a choice managed account agreementversion to ensure it aligns with your specific financial situation and goals.

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