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CUSTOM PORTFOLIO SERVICE CLIENT AGREEMENT FORM CLIENT INFORMATION: Natixis Investment Managers CanadaAccount Number (if existing):Nominee Account Number (if existing):Client Last Name:Client First

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How to fill out custom portfolio service client

01

To fill out a custom portfolio service client, follow these steps:

02

Gather all relevant information about the client, such as their personal details, financial goals, risk tolerance, and investment preferences.

03

Prepare the necessary forms or documents required by the portfolio service provider. This could include account opening forms, risk assessment questionnaires, and discretionary management agreements.

04

Complete the forms accurately and provide all requested information. Be sure to double-check for any errors or missing information.

05

Submit the completed forms along with any additional documents requested by the portfolio service provider. This could include identification documents, proof of address, or financial statements.

06

Review the filled-out forms and documents to ensure everything is complete and accurate before submitting them. It may be helpful to seek assistance from a financial advisor or the portfolio service provider if needed.

07

Send the completed forms and documents to the portfolio service provider using the designated submission method. This could be through online platforms, email, or physical mail.

08

Wait for confirmation from the portfolio service provider regarding the acceptance of the client application. This may involve further verification or clarification of the provided information.

09

Once approved, the client will typically receive account login details, portfolio management instructions, and any other necessary information to access and manage their custom portfolio service.

10

It is important for the client to review and understand the terms and conditions, fees, and any other relevant policies associated with the custom portfolio service.

11

Regularly monitor and review the performance of the custom portfolio service, making adjustments or seeking professional advice as needed.

Who needs custom portfolio service client?

01

Custom portfolio service clients are individuals or institutions who require personalized investment management based on their specific financial goals, risk preferences, and investment objectives.

02

This service is particularly beneficial for those who prefer a tailored approach to investing, as it allows for customization and flexibility in portfolio construction and management.

03

Clients who may benefit from a custom portfolio service include high-net-worth individuals, institutions with specific investment mandates, investors seeking a diversified portfolio, and those who require expert guidance in their investment decisions.

04

By utilizing a custom portfolio service, clients can benefit from professional investment management, access to a wide range of investment options, ongoing portfolio monitoring, and regular performance reporting.

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What is custom portfolio service client?

Custom portfolio service client is a service provided to clients for managing their investment portfolios according to their specific preferences and requirements.

Who is required to file custom portfolio service client?

Investment firms and portfolio managers who offer custom portfolio services are required to file custom portfolio service client.

How to fill out custom portfolio service client?

Custom portfolio service client can be filled out by providing information about the client's investment goals, risk tolerance, and any specific preferences for their portfolio.

What is the purpose of custom portfolio service client?

The purpose of custom portfolio service client is to tailor investment portfolios to meet the individual needs and preferences of clients.

What information must be reported on custom portfolio service client?

Information such as client demographics, investment objectives, risk tolerance, and asset allocation must be reported on custom portfolio service client.

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