Get the free Private Client Rebalancing Service form - Sun Life Global Investments

R E BA L A N C IN G I L L U M I S E RV IC E N A T I N sunlifeglobalinvestments.com F O RM G PR I LATE C LI ENT REBALANCING SERVICE FORM Sun Life Global Investments (Canada) Inc. (Sun Life Global Investments),

How to fill out private client rebalancing service

How to fill out private client rebalancing service:

1. Gather client information: Start by collecting all relevant information about the client, such as their current investment portfolio, risk tolerance, financial goals, and any specific investment preferences they may have.
2. Analyze client's current portfolio: Evaluate the client's existing investments, including their asset allocation and performance. Identify any imbalances or discrepancies that need to be addressed.
3. Determine target allocation: Based on the client's risk tolerance and financial goals, establish a target asset allocation. This should be a balanced mix of different asset classes (e.g., stocks, bonds, real estate, etc.) that align with the client's objectives.
4. Review and adjust asset weights: Compare the client's current asset allocation to the target allocation. Identify any assets that are over or underweight and make necessary adjustments to bring the portfolio in line with the target.
5. Consider tax implications: Take into account the tax implications of rebalancing. Selling certain assets may result in capital gains or losses, which should be carefully managed to minimize tax liability for the client.
6. Execute trades: Once the adjustments have been determined, execute the necessary trades to rebalance the client's portfolio. This may involve selling or buying assets to align with the target allocation.
7. Monitor and review: Regularly monitor the client's portfolio to ensure it remains in line with the target allocation. Periodically review the portfolio's performance and make adjustments as needed to keep it on track with the client's goals.

Who needs private client rebalancing service?

1. High net worth individuals: Private client rebalancing services are particularly relevant for high net worth individuals who have complex investment portfolios and substantial assets to manage. These individuals may require professional assistance to optimize their portfolios and ensure they are meeting their financial goals.
2. Investors with changing financial goals: As an investor's financial goals evolve over time, their investment strategy may need to be adjusted accordingly. Private client rebalancing services can help individuals navigate these changes, ensuring their portfolios remain aligned with their objectives.
3. Busy professionals: Many professionals have limited time and expertise to dedicate to managing their investments effectively. Private client rebalancing services can provide the necessary support and expertise, allowing busy professionals to focus on their careers while their portfolios are managed by professionals.
4. Those seeking professional guidance: Private client rebalancing services offer access to experienced professionals who have in-depth knowledge of investment strategies and market trends. Investors who value having expert guidance and advice may benefit from these services to make well-informed decisions about their portfolios.

For pdfFiller’s FAQs

What is private client rebalancing service?

Private client rebalancing service is a service that helps high-net-worth individuals or private clients to adjust their investment portfolios to meet their desired asset allocation targets.

Who is required to file private client rebalancing service?

Private clients or high-net-worth individuals who want to ensure that their investment portfolios are properly balanced and diversified.

How to fill out private client rebalancing service?

Private client rebalancing service can be filled out by consulting with a financial advisor or utilizing a software platform that provides rebalancing tools.

What is the purpose of private client rebalancing service?

The purpose of private client rebalancing service is to help clients optimize their investment portfolios, mitigate risk, and achieve their financial goals.

What information must be reported on private client rebalancing service?

Private client rebalancing service typically requires information on the client's current asset allocation, target asset allocation, and specific securities holdings.

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