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E-mail instructions stanlib.com Facsimile 0867 277 501 or 011 448 6666 Change of Financial Adviser Client Nomination STANLEY ENTITY (PLEASE SELECT) STANLEY COLLECTIVE INVESTMENTS (UNIT TRUST) STANLEY

How to fill out change of financial adviser

How to fill out a change of financial adviser:

1. Obtain the necessary forms from your current financial adviser or financial institution. These forms may vary depending on the institution, so ensure you have the correct ones.
2. Fill in your personal information, including your full name, address, date of birth, and contact details. This information is important for identification purposes.
3. Provide details about your current financial adviser, such as their name, company, and contact information. This will help ensure a smooth transition from one adviser to another.
4. Indicate the reason for wanting to change your financial adviser. This is optional but can be helpful for the institution to understand your motivations.
5. If available, provide the name and contact details of the new financial adviser you wish to engage with. If you don't have a new adviser yet, you can leave this section blank or indicate that you are still in the process of finding a new adviser.
6. Review the form for accuracy and completeness. Ensure all required fields are filled out correctly to avoid any delays in processing your request.
7. Submit the completed form to your current financial adviser or financial institution. This can typically be done in person, by mail, or electronically, depending on the institution's procedures.

Who needs a change of financial adviser?

1. Individuals who are dissatisfied with their current financial adviser's performance or service.
2. Those who have experienced a major life event or financial change and require a new adviser with specialized expertise.
3. Individuals moving to a new location and needing a financial adviser who is familiar with the new area's regulations and opportunities.
4. People looking for a fresh perspective or different investment strategies.
5. Individuals who have outgrown their current financial adviser's services and require a more experienced or qualified professional.
6. Those who have received a recommendation or referral for a new financial adviser that aligns better with their goals and needs.
7. Anyone seeking to compare and evaluate different financial advisers to ensure they are receiving the best possible assistance with their financial decisions.

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What is change of financial adviser?

A change of financial adviser refers to the process of replacing or updating the current financial adviser with a new one.

Who is required to file change of financial adviser?

Investors or clients who wish to change their financial adviser are required to file the change with the appropriate authorities or institutions.

How to fill out change of financial adviser?

To fill out a change of financial adviser, clients need to submit a formal request to their current financial institution or service provider, providing details of the new financial adviser.

What is the purpose of change of financial adviser?

The purpose of changing a financial adviser is to ensure that clients receive the best possible financial advice and services that meet their needs and goals.

What information must be reported on change of financial adviser?

The information that must be reported on a change of financial adviser includes the name and contact details of the new financial adviser, reason for the change, and any supporting documents.