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Sample Bequest Language You and your advisors may use the following sample language to make a bequest (funds, stocks, insurance policy, property, etc.) to The Wallace Medical Concern: Legal Name and
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What is you and your advisors?
You and your advisors refer to a form used to report information about you and your investment advisors.
Who is required to file you and your advisors?
Investment advisors registered with the SEC or state securities authorities are required to file you and your advisors.
How to fill out you and your advisors?
You can fill out you and your advisors by providing accurate information about yourself and your investment advisors, including details about their backgrounds and services provided.
What is the purpose of you and your advisors?
The purpose of you and your advisors is to provide transparency and disclosure about the relationships between you and your investment advisors.
What information must be reported on you and your advisors?
Information such as names, addresses, qualifications, services provided, fees, and any conflicts of interest must be reported on you and your advisors.
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