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PrintReset529 College Savings PlanTrustee Certification of Investment Authority Use this form to certify to Fidelity Investments Institutional Operations Company, Inc., (FI IOC) the identity(IES)
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Investment authority refers to the power given to individuals or entities to make decisions regarding the investment of funds.
Certain individuals or entities, such as financial advisors or fund managers, may be required to file investment authority with regulatory authorities.
To fill out investment authority, the individual or entity must provide information about their investment decisions, strategies, and any potential conflicts of interest.
The purpose of investment authority is to ensure transparency and accountability in financial decision-making.
Information such as investment portfolio details, investment performance, and potential conflicts of interest must be reported on investment authority.
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