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This form authorizes a representative to manage specific transactions on behalf of the policy owner for SunWise individual variable annuity contracts.
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How to fill out sunwise limited trading authorization

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How to fill out SunWise Limited Trading Authorization

01
Obtain the SunWise Limited Trading Authorization form from the official website or your financial advisor.
02
Fill in your personal details, including your full name, address, and contact information.
03
Provide your SunWise account number to link the authorization to your trading account.
04
Specify the trading limits and permissions you wish to grant, such as the types of trades allowed.
05
Sign the form to confirm your consent and understanding of the terms.
06
Submit the completed form to SunWise through their designated submission method, such as email or postal service.

Who needs SunWise Limited Trading Authorization?

01
Individuals or entities who wish to delegate trading authority to a financial advisor or broker.
02
Clients of SunWise who want to allow authorized persons to manage their investment accounts.
03
Investors seeking a more hands-off approach to trading within their SunWise managed portfolio.
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People Also Ask about

Limited Authorization is a straightforward principle: it's best to limit each individual's ability to act in areas that are outside the scope of their responsibilities. If access to an asset or authorization isn't required or necessary, it should be withheld by default.
This can be similar to the concept of power of attorney and will often be discussed when an investor engages with a new financial advisor or broker. In simple terms, trading authorization refers to whoever is given access to trade on the behalf of the investor and what permissions they have.
There are two levels of trading authorizations: (1) limited trading authorization, which allows the agent to act on profitable trading opportunities but limits withdrawals, and (2) full trading authorization, which permits the agent to carry out all the account's activities available to the client.
Limited trade authorization is a level of discretionary trading authorization that gives an agent or broker the power to place orders or make inquiries concerning a client's account. Limited trading authorization allows the agent to act on behalf of an investor, but does not allow for the disbursement of account funds.
You can add a trading authorization to allow another person to trade in your account: Limited trading authorization allows buying or selling securities in your account. Full trading authorization allows buying and selling securities as well as withdrawing money from your account.

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SunWise Limited Trading Authorization is a regulatory authorization that allows individuals or entities to engage in trading activities under specific conditions set by the relevant authority.
Entities or individuals who wish to trade under the SunWise platform or utilize its trading services are required to file for SunWise Limited Trading Authorization.
To fill out the SunWise Limited Trading Authorization, applicants must provide their identification information, details of the trading activities they intend to engage in, and any other requested supporting documentation.
The purpose of SunWise Limited Trading Authorization is to ensure that all trading activities comply with regulatory standards and to protect market integrity.
The information that must be reported includes personal identification details, trading experience, the nature of trading activities, and financial information pertaining to the applicant.
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SunWise Limited Trading Authorization insurance annuity transactions financial services policy owner representative Sun Life Canada

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