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Advisor Information and Consent Form Consistent with the University of Puget Sounds Investigation and Resolution of Complaints of Sex or Gender based Discrimination, Sexual Harassment, or Sexual Misconduct

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What is advisor information and consent?

Advisor information and consent is a form that must be filled out by advisors providing their information and giving consent to the necessary disclosures in certain situations.

Who is required to file advisor information and consent?

Advisors who are involved in specific financial transactions or advisory services are required to file advisor information and consent.

How to fill out advisor information and consent?

Advisors can fill out the form by providing their personal information, contact details, and signature to give consent for disclosure.

What is the purpose of advisor information and consent?

The purpose of advisor information and consent is to ensure transparency and proper disclosure in financial transactions involving advisors.

What information must be reported on advisor information and consent?

The form usually requires information such as name, address, contact details, professional qualifications, and consent for disclosures.

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