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Broker Directed COPELAND CAPITAL MANAGEMENT, LLC NEW ACCOUNT INFORMATION FORM Please note that this New Account Information Form as well as the Client Questionnaire on the reverse side must be completed
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How to fill out broker directed copeland capital:

01
Start by obtaining the necessary forms from your broker or online. These forms may vary depending on the broker you are working with.
02
Carefully read through the instructions provided on the forms. Make sure you understand all the requirements and information needed to complete the form accurately.
03
Begin filling out the form by providing your personal information, such as your name, address, phone number, and social security number. This information is essential for identification purposes.
04
Next, provide details about your investment preferences and goals. This may include indicating the type of investments you are interested in and your risk tolerance.
05
Specify whether you would like your broker to have discretionary authority over your account or if you prefer to be consulted before any investment decisions are made.
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Include any additional information or requests you may have, such as any specific investment restrictions or preferences you want the broker to consider.
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Review the completed form thoroughly before submitting it to ensure accuracy and completeness.
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If required, sign and date the form as instructed.
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Submit the form to your broker through the specified method, which may include mailing, faxing, or submitting it electronically through an online portal.

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Broker directed copeland capital is a form that brokers must use to report certain information to the IRS.
Brokers who have been directed by a customer to use tax software are required to file broker directed copeland capital.
Brokers must fill out the form by entering the required information about the customer and the directed investments.
The purpose of broker directed copeland capital is to ensure accurate reporting of directed investments to the IRS.
Brokers must report information such as the customer's name, address, and directed investments.
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