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DELAY INTERNATIONAL 15 Advisory Council Registration Continuing Advisor Form This form may only be used by the individual whose name is preprinted below. All others must use the Adult Worker Application
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Read the instructions provided with the continuing advisor form.
02
Gather all the necessary information and documents required to fill out the form.
03
Start by entering your personal details such as name, contact information, and identification number.
04
Provide information about your current advisor, including their name, contact details, and the duration of your current advisory relationship.
05
Indicate whether you wish to continue working with your current advisor or if you would like to switch to a different advisor.
06
If you choose to switch advisors, provide the necessary details about the new advisor you wish to work with.
07
Answer any additional questions or provide any required information as specified in the form.
08
Review the filled-out form for any errors or omissions before submitting it.
09
Sign and date the form to validate your submission.
10
Submit the completed form to the appropriate department or authority as instructed.

Who needs continuing advisor form?

01
Individuals who are currently receiving advisory services.
02
Individuals who wish to continue working with their current advisor.
03
Individuals who wish to switch to a different advisor.
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The continuing advisor form is a document that allows financial advisors to provide updates and disclosures to their clients on a regular basis.
All financial advisors who have clients and manage assets on their behalf are required to file the continuing advisor form.
Financial advisors can fill out the continuing advisor form by gathering the necessary information about their clients, investment strategies, and any updates or changes that may impact their clients.
The purpose of the continuing advisor form is to ensure that clients are kept informed about their investments and any changes that may affect their financial well-being.
The continuing advisor form must include information about the advisor's investment strategies, performance, fees, and any conflicts of interest that may arise.
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