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Alpha Investment Management INVESTMENT STRATEGY CHANGE REQUEST FORM Client Name’s): Account Number: To Alpha Investment Management: Please use this form as authorization to change the investment
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How to fill out investment strategy change request
How to fill out an investment strategy change request:
01
Begin by identifying the reason for the change request. Is it due to changes in the market, a shift in investment goals, or any other relevant factors?
02
Provide detailed information about the current investment strategy that you wish to change. Specify the assets involved, the allocation percentages, and any other relevant details.
03
Clearly articulate the desired changes to the investment strategy. Explain what you want to modify, such as asset allocation adjustments, risk tolerance changes, or any other relevant aspects.
04
Justify the proposed changes by including supporting information or data. This could be market research, economic indicators, or any other factors that contribute to your decision.
05
Consider including a timeline for the changes to be implemented. This can help the investment team understand the urgency and prioritize the request accordingly.
06
Specify any additional requirements or constraints that should be taken into consideration when reviewing the change request. This could include specific investment guidelines, legal requirements, or any other important factors.
07
Finally, sign and date the investment strategy change request form. Make sure to provide contact information in case there are any follow-up questions or discussions needed.
Who needs an investment strategy change request?
01
Investors who want to adjust their investment portfolio based on changing goals or market conditions.
02
Financial advisors or brokers who manage investment portfolios on behalf of their clients and need to make adjustments accordingly.
03
Investment committees or decision-making bodies within organizations that oversee the management of investment funds and require a formal process for strategy changes.
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