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IOOFPURSUIT 1 December 2020Investor advice fees Please use this form to elect or make amendments to investor advice fees for the following products:Pursuit Select Investment Service Pursuit Focus

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How to fill out investor advice fees

1. To fill out investor advice fees:
2. Gather all relevant information about the investor advice fees, such as the fee structure, payment methods, and any accompanying documentation.
3. Start by entering the investor's details, including their name, contact information, and account number.
4. Specify the type of investor advice fees being charged, whether it is a fixed fee, percentage-based fee, or a combination of both.
5. Clearly define the services or advice provided in exchange for the fees. This can include investment recommendations, financial planning assistance, or portfolio management.
6. If applicable, indicate any additional charges or fees associated with the investor advice, such as transaction fees or performance-based fees.
7. Include the payment terms, including the frequency of fee payments (e.g., monthly, quarterly, annually) and the accepted payment methods (e.g., bank transfer, credit card).
8. Provide any other necessary details or disclosures, such as any potential conflicts of interest or disclaimers.
9. Review the completed investor advice fees form for accuracy and completeness before submitting it to the relevant parties.
10. Keep a copy of the filled-out form for future reference or documentation purposes.

Who needs investor advice fees?

1. Investor advice fees are typically needed by individuals or organizations who
2. - Seek professional financial advice or guidance for their investment portfolios.
3. - Want personalized investment recommendations tailored to their specific financial goals and risk tolerance.
4. - Need assistance with financial planning, asset allocation, or portfolio management.
5. - Desire ongoing monitoring and management of their investments by experienced professionals.
6. - Are willing to pay for expert advice and services to optimize their investment outcomes and make informed decisions.

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What is investor advice fees?

Investor advice fees are charges that financial advisors or investment firms levy for providing advice and managing investments on behalf of clients.

Who is required to file investor advice fees?

Individuals or firms that provide investment advice and charge fees for these services are required to file investor advice fees.

How to fill out investor advice fees?

To fill out investor advice fees, advisors must report the fees charged, including breakdowns of different types of charges, and submit the required forms to the appropriate regulatory authority.

What is the purpose of investor advice fees?

The purpose of investor advice fees is to ensure transparency regarding the costs associated with investment advice and to regulate the advisory services provided to clients.

What information must be reported on investor advice fees?

The information that must be reported includes the total amount of fees charged, the types of services provided, and any potential conflicts of interest associated with the advice.