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FT FundChoice, LLC The Advisor Directed Wrap Brochure 2300 Litton Lane, Suite 102 Heron, KY 41048 859 4262000 HTTPS://www.ftjfundchoice.com April 22, 2015, FT FundChoice, LLC (we, us, or our) is an

How to fill out form advisor directed wrap

How to fill out form advisor directed wrap:

1. Start by obtaining the form. You can usually find it on the website of the financial institution or investment advisor that offers the wrap account.
2. Read the instructions carefully before you begin filling out the form. Make sure you understand all the required fields and any supporting documents or information that may be needed.
3. Begin by providing your personal information. This typically includes your full name, address, phone number, and email address. You may also need to provide your social security number or other identification details.
4. Next, indicate your investment objectives and risk tolerance. This helps the advisor understand your investment goals and tailor the wrap account to your needs.
5. If applicable, provide information about your current investment holdings or assets. This may include details about your existing portfolios, accounts, or other investments.
6. Complete any additional sections or questions that are relevant to your specific situation. This may include questions about your financial experience, investment preferences, or any specific instructions you have for the advisor.
7. Review the form for accuracy and completeness. Ensure that all the required fields are filled out and that your information is correct.
8. Sign and date the form. Depending on the requirements, you may need to have your signature witnessed or notarized.
9. Keep a copy of the completed form for your records. It's always a good idea to have a record of the information you provided.
10. Submit the form to the appropriate party. This may involve mailing it to the financial institution or advisor, submitting it online through their website, or delivering it in person.

Who needs form advisor directed wrap?

1. Individuals who prefer a hands-off approach to investing may find the form advisor directed wrap beneficial. This type of account allows the investor to have a professional advisor manage their investments on their behalf.
2. Investors who want personalized investment advice and tailored portfolios may also opt for the form advisor directed wrap. The advisor takes into consideration the individual's specific goals, risk tolerance, and investment objectives to create a customized investment strategy.
3. Those who want to streamline their investment process and have a professional handle their investment decisions may choose the form advisor directed wrap. This can free up time for individuals who do not have the knowledge or expertise to manage their investments on their own.

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What is form advisor directed wrap?

Form Advisor Directed Wrap is a form that allows investment advisors to provide a wrap fee program for clients.

Who is required to file form advisor directed wrap?

Investment advisors who offer wrap fee programs are required to file Form Advisor Directed Wrap.

How to fill out form advisor directed wrap?

Form Advisor Directed Wrap must be filled out with detailed information about the wrap fee program, including fees, services provided, and conflicts of interest.

What is the purpose of form advisor directed wrap?

The purpose of Form Advisor Directed Wrap is to provide transparency and disclosure to clients about the wrap fee program offered by investment advisors.

What information must be reported on form advisor directed wrap?

Form Advisor Directed Wrap must include information about the wrap fee program's fees, services, conflicts of interest, and any other material information.