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Managed Account Supplement Freebased Accounts Only This section is to be filled out and signed by the client only when opening a Freebased Account. This form does not replace the CAMPS/CCM New Account/Client
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How to fill out managed account supplement
How to fill out managed account supplement:
01
Begin by obtaining the managed account supplement form from your financial institution or investment advisor. This form is typically required when opening or updating a managed account.
02
Provide basic personal information such as your full name, date of birth, social security number, and contact details. This information is necessary for the financial institution to identify and communicate with you.
03
Indicate the type of account you are opening or updating, whether it is an individual account, joint account, or retirement account. This helps the financial institution categorize your account correctly.
04
Specify your investment objectives and risk tolerance. This is crucial as it helps your investment advisor understand your goals, risk appetite, and subsequently develop an appropriate investment strategy for your managed account.
05
Disclose your financial situation by providing accurate details about your income, net worth, and other assets you may own. This information allows the financial institution to assess your suitability for different investment products.
06
Sign and date the managed account supplement form. By doing so, you are acknowledging that the information provided is accurate to the best of your knowledge and that you understand the terms and conditions associated with the managed account.
Who needs managed account supplement:
01
Individuals or investors who wish to open or update a managed account at a financial institution.
02
People who want professional guidance or management of their investment portfolio to achieve specific financial goals.
03
Those who prefer the convenience of having a dedicated investment advisor or team handle their investment decisions and execute trades on their behalf.
04
Investors who want to benefit from personalized investment strategies tailored to their risk tolerance, time horizon, and financial objectives.
05
Individuals who understand the importance of periodically reviewing and updating their investment profiles and preferences for effective wealth management.
In summary, anyone interested in opening or updating a managed account and receiving professional investment advice can benefit from completing a managed account supplement. This form helps the financial institution understand your financial goals, investment objectives, and risk tolerance—allowing them to manage your account efficiently and effectively.
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What is managed account supplement?
Managed account supplement is a form that provides additional information about a managed account that is not included in the regular account statements.
Who is required to file managed account supplement?
Financial institutions and investment advisors are required to file managed account supplement for their clients.
How to fill out managed account supplement?
Managed account supplement can be filled out electronically or manually, providing detailed information about the account holdings and transactions.
What is the purpose of managed account supplement?
The purpose of managed account supplement is to ensure transparency and provide clients with a comprehensive view of their managed accounts.
What information must be reported on managed account supplement?
Information such as account holdings, investment performance, fees, and other relevant details must be reported on managed account supplement.
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