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Reset FormASSETBASED FEE PROGRAM ADDENDUM TO TDAMERITRADE INSTITUTIONAL CLIENT ACCOUNT APPLICATION AND AGREEMENT Account #: ___ Advisor Code: ___ Case #: ___ This is an addendum (Addendum) to the

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Who needs asset-based fee program addendum?

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Anyone who is participating in or administering an asset-based fee program may need the asset-based fee program addendum. This includes financial advisors, investment managers, and their clients.

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What is asset-based fee program addendum?

The asset-based fee program addendum is a document that outlines the details of a fee structure that is based on a percentage of assets under management.

Who is required to file asset-based fee program addendum?

Financial advisors and companies that charge fees based on a percentage of assets under management are required to file the asset-based fee program addendum.

How to fill out asset-based fee program addendum?

The asset-based fee program addendum can be filled out by providing details of the fee structure, including the percentage charged and any additional fees that may apply.

What is the purpose of asset-based fee program addendum?

The purpose of the asset-based fee program addendum is to provide transparency to clients regarding the fees they are being charged in relation to the assets under management.

What information must be reported on asset-based fee program addendum?

The asset-based fee program addendum must include details of the fee structure, the percentage charged, any additional fees, and any other relevant information regarding the fees.

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