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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 agreement

How to fill out a choice managed account agreement:

1. Obtain the choice managed account agreement form from your financial institution or investment advisor.
2. Read through the agreement carefully, ensuring you understand all the terms, conditions, and obligations outlined. Seek professional advice if needed.
3. Fill in your personal information accurately, including your full name, address, contact details, and any other required identification information.
4. Provide your tax identification number or social security number for compliance purposes.
5. Review the investment options and strategies offered through the choice managed account and select the ones that align with your financial goals and risk tolerance.
6. Indicate the amount of money you would like to allocate to the choice managed account.
7. If applicable, specify any specific investment restrictions or preferences you may have.
8. Review the fee structure associated with the choice managed account and ensure you understand the charges involved.
9. Sign and date the agreement form, indicating your consent to the terms and conditions outlined.
10. Submit the completed choice managed account agreement to your financial institution or investment advisor.

Who needs a choice managed account agreement:

1. Individuals who want professional investment management and guidance but do not have the time, knowledge, or desire to actively manage their investments.
2. Those who prefer a personalized approach to investment management to suit their unique financial goals and risk tolerance.
3. Investors who are looking for diversification and access to a range of investment options through a single account.
4. Individuals who understand and accept the fees associated with professional investment management and are willing to pay for such services.
5. People who appreciate the convenience and simplicity of having their investments managed by a qualified professional.

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