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INVESTMENT AUTHORIZATIONLIBERTY TRUST COMPANY Y (LIBERTY TRUST COMPANY ACCOUNT NUMBER)Complete this Investment Authorization form if you would like to make a purchase or a sale from your IRA Account.
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How to fill out investment authorization

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How to fill out investment authorization

01
To fill out an investment authorization, follow these steps:
02
Start by entering your personal information, such as your name, address, and contact details.
03
Provide your financial information, including your income, assets, and liabilities.
04
Specify the type of investment you wish to authorize, such as stocks, bonds, or mutual funds.
05
Indicate the investment amount or percentage of your portfolio you want to allocate to this authorization.
06
Choose the investment duration or specify any specific instructions or restrictions for the investment.
07
Read and understand the terms and conditions of the authorization.
08
Sign and date the investment authorization form.
09
Submit the filled-out form to your financial advisor or the relevant investment institution.

Who needs investment authorization?

01
Investment authorization is needed by individuals who want to delegate the responsibility of making investment decisions on their behalf.
02
It is commonly used by investors who have limited knowledge or time to manage their investments personally.
03
Additionally, individuals who prefer to rely on the expertise of professional financial advisors often opt for investment authorizations.
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Investment authorization is a formal approval process which allows individuals or organizations to make investments, ensuring that they comply with relevant regulations and guidelines.
Individuals or entities that wish to invest in regulated assets or projects, particularly in sectors like finance, real estate, and public projects, are required to file investment authorization.
To fill out investment authorization, provide detailed information about the investment, including the type, amount, purpose, and relevant parties involved, and submit the form through the designated regulatory body or platform.
The purpose of investment authorization is to ensure that investments comply with legal and regulatory frameworks, protect investor interests, and promote transparency in financial transactions.
Investment authorization must include details such as the investor's identity, the nature and scope of the investment, projected returns, associated risks, and any other pertinent financial data.
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