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Suitability and Disclosure Form COMBINED Mutual Fund, 529 Plans, Subsequent Variable Annuity Purchases, Other Variable Insurance Products, Fixed Annuities AND Investment Switch Disclosure CUSTOMER

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What is suitability and disclosure form?

Suitability and disclosure form is a document used to assess if an individual's financial situation and investment goals align with a particular investment product or strategy.

Who is required to file suitability and disclosure form?

Investors and financial advisors are required to file suitability and disclosure form.

How to fill out suitability and disclosure form?

To fill out the form, one must provide detailed information about their financial status, investment objectives, and risk tolerance.

What is the purpose of suitability and disclosure form?

The purpose of the form is to ensure that investors are aware of the risks associated with certain investments and that the investment is suitable for their financial situation.

What information must be reported on suitability and disclosure form?

Information such as income, assets, debts, investment experience, and risk tolerance must be reported on the form.

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