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On Johnson and Associates, Inc. MUTUAL NONDISCLOSURE AGREEMENT THIS AGREEMENT is effective as of, 20 by and between On Johnson and Associates, Inc., having a place of business at 2829 North Glen oaks

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What is understanding investor preferences for?

Understanding investor preferences is important for creating investment strategies that align with the preferences and goals of investors.

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Financial advisors, investment managers, and other financial professionals are required to gather and document investor preferences.

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Information such as risk tolerance, investment goals, time horizon, and liquidity needs must be reported on understanding investor preferences forms.

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