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Regulated by the Cyprus Securities and Exchange Commission License No. 111/10INVESTMENT ADVICE ADDENDUM This Addendum is made today the day of, 20 Between ONE PLUS CAPITAL LIMITED (Registration No.
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To fill out the investment advice addendum, follow these steps:
02
Start by entering the date of the addendum at the top of the form.
03
Provide your personal information, including your full name, address, and contact details.
04
Indicate the name of the investment advisor or firm to whom the addendum is being submitted.
05
Specify the account number or other identifying information relevant to the addendum.
06
Describe the investment advice or additional instructions you wish to include in the addendum.
07
Sign and date the addendum to validate your agreement with the provided information.

Who needs investment advice addendum?

01
The investment advice addendum is generally needed by individuals or entities who want to provide additional instructions or make specific requests related to investment advice. This addendum can be beneficial for clients who have a pre-existing investment advisory agreement and wish to update or supplement it with additional information.
02
Clients who want to include specific investment objectives, risk tolerance, or limitations that differ from their original advisory agreement may also require the investment advice addendum.
03
It is recommended to consult with a qualified financial advisor or legal professional to determine if the investment advice addendum is necessary in your specific situation.
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Investment advice addendum is a document that provides additional information regarding investment advice provided to clients by a financial advisor or investment firm.
Financial advisors and investment firms are required to file investment advice addendum.
Investment advice addendum can be filled out by providing all the required information about the investment advice given to clients.
The purpose of investment advice addendum is to provide transparency and clarity regarding the investment advice provided to clients.
The investment advice addendum must report details of the investment recommendations given to clients, any conflicts of interest, and other relevant information.
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