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216 W Jackson Blvd St 400 Chicago IL 60606 Tel +13127957930 Fax +13127957948 newaccounts@rcgdirect.comACCOUNT CONTROLLER IDENTIFICATION REQUEST** Please complete the Controller information below.
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How to fill out discretionary trading authorization limited

01
Obtain the discretionary trading authorization limited form from the brokerage firm or financial institution.
02
Read and understand the terms and conditions mentioned on the form.
03
Fill in your personal information accurately, including your full name, address, contact details, and social security number.
04
Specify the duration for which you want the discretionary trading authorization limited to be valid.
05
Determine the trading limits and restrictions you wish to impose on the discretionary trading authorization.
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Review the completed form for any errors or missing information.
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Sign and date the form to indicate your consent.
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Submit the filled-out discretionary trading authorization limited form to the brokerage firm or financial institution.

Who needs discretionary trading authorization limited?

01
Discretionary trading authorization limited is needed by individuals who want to allow someone else, such as a financial advisor or broker, to make investment decisions on their behalf within certain pre-set limits.
02
It is suitable for those who may not have the time, knowledge, or expertise to actively manage their investment portfolio, but still want some control over the trading activities.
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Discretionary trading authorization limited allows a designated individual to make investment decisions on behalf of a client without requiring approval for each trade.
Investment advisors and financial institutions are required to file discretionary trading authorization limited.
Discretionary trading authorization limited can be filled out by providing the necessary personal and financial information of the client, along with details of the designated individual making the investment decisions.
The purpose of discretionary trading authorization limited is to streamline the investment process and allow for faster decision-making without needing constant approval from the client.
Information such as client details, designated individual's credentials, investment objectives, risk tolerance, and trading restrictions must be reported on discretionary trading authorization limited.
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