Get the free CHET Advisor Trustee Certification Form - Hartford Funds
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DO NOT STAPLE UTICA MKT7059M TRUSTEE CERT 0313-Page 1 of 5 CHEST ADVISOR Trustee Certification Form AN ADVISOR-SOLD PLAN MANAGED BY THE HARTFORD 529 College Savings Program Connecticut Higher Education
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What is chet advisor trustee certification?
Chet advisor trustee certification is a certification required for advisors and trustees managing assets in the Connecticut Higher Education Trust (CHET) program.
Who is required to file chet advisor trustee certification?
Advisors and trustees managing assets in the CHET program are required to file chet advisor trustee certification.
How to fill out chet advisor trustee certification?
Chet advisor trustee certification can be filled out online through the official CHET website or by submitting a paper form to the CHET program office.
What is the purpose of chet advisor trustee certification?
The purpose of chet advisor trustee certification is to ensure that advisors and trustees managing assets in the CHET program are qualified and compliant with regulations.
What information must be reported on chet advisor trustee certification?
Information such as the advisor or trustee's contact information, qualifications, and disclosure of any conflicts of interest must be reported on chet advisor trustee certification.
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