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CET ERA INVESTMENT SERVICES LLC (SEC I.D. No. 831826) STATEMENT OF FINANCIAL CONDITION AS OF DECEMBER 31, 2015, AND REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM Filed pursuant to Rule 17a5×d)

How to fill out statement of financial condition

How to fill out statement of financial condition:

1. Gather all necessary financial documents, such as bank statements, income statements, tax returns, and investment statements.
2. Begin by filling out personal information, including your name, address, and contact details.
3. Provide details about your assets, such as cash, investments, real estate, and vehicles. Include their current market value.
4. List your liabilities, such as mortgage loans, credit card debt, and other outstanding loans.
5. Include information about your income sources, such as salaries, rental income, and dividends.
6. Specify your monthly expenses, including housing costs, utilities, insurance premiums, and debt payments.
7. Calculate your net worth by subtracting your liabilities from your assets.
8. Sign and date the statement of financial condition.

Who needs statement of financial condition:

1. Individuals applying for loans or mortgages may need to provide a statement of financial condition to demonstrate their financial stability and ability to repay the debt.
2. Business owners may be required to submit a statement of financial condition when applying for financing or seeking investors.
3. Individuals going through a divorce may need to provide a statement of financial condition to ensure fair division of assets and liabilities.
4. Estate planning professionals may require a statement of financial condition to assess an individual's financial standing and make appropriate arrangements for their estate.
5. Some government agencies may request a statement of financial condition to determine eligibility for certain benefits or assistance programs.

For pdfFiller’s FAQs

What is statement of financial condition?

A statement of financial condition is a snapshot of an individual or organization's financial position at a specific point in time, detailing assets, liabilities, and net worth.

Who is required to file statement of financial condition?

Individuals or organizations who are required by law or regulation to report their financial position are required to file a statement of financial condition.

How to fill out statement of financial condition?

To fill out a statement of financial condition, one must gather information on assets, liabilities, and net worth, and accurately report these details in the appropriate format.

What is the purpose of statement of financial condition?

The purpose of a statement of financial condition is to provide an accurate and transparent overview of an individual or organization's financial standing, aiding in decision-making and financial analysis.

What information must be reported on statement of financial condition?

Information such as assets, liabilities, net worth, and other financial details must be reported on a statement of financial condition.

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