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MARCH 29, 2022Form ADV BrochureFirst Eagle Separate Account Management, LLC 1345 Avenue of the Americas New York, N.Y. 10105 www.firsteagle.comThis Brochure provides information about the qualifications

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How to fill out first eagle separate account

01

Step 1: Gather all necessary information such as your personal details, financial goals, and investment preferences.

02

Step 2: Contact First Eagle and express your interest in opening a separate account.

03

Step 3: Follow their instructions to complete the necessary paperwork, including application forms and legal documents.

04

Step 4: Provide any requested additional documentation, such as proof of identity or proof of income.

05

Step 5: Submit the filled-out application and supporting documents to First Eagle.

06

Step 6: Wait for First Eagle to review and approve your application.

07

Step 7: Once approved, fund your separate account with the desired amount.

08

Step 8: Consult with First Eagle's advisors to determine the most suitable investment strategy for your separate account.

09

Step 9: Monitor the performance of your separate account and make adjustments as needed.

10

Step 10: Regularly communicate with First Eagle to stay informed about your separate account and seek guidance when necessary.

Who needs first eagle separate account?

01

Individuals who want professional investment management services.

02

High-net-worth individuals who have a significant amount of capital to invest.

03

Those with specific investment goals or preferences that align with First Eagle's investment strategies.

04

Investors who prefer a customized investment approach instead of pooling their assets with others in a mutual fund.

05

People seeking long-term capital appreciation and preservation of wealth.

06

Those who value the expertise and experience of First Eagle's investment team.

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What is first eagle separate account?

First Eagle Separate Account is a strategic investment account managed by First Eagle Investment Management, LLC that aims to provide tailored investment solutions to meet the specific needs and objectives of individual clients.

Who is required to file first eagle separate account?

Clients who choose to invest in a separate account with First Eagle Investment Management, LLC are required to file First Eagle Separate Account.

How to fill out first eagle separate account?

First Eagle Separate Account can be filled out by providing the necessary information regarding the client's investment objectives, risk tolerance, and any specific preferences or restrictions.

What is the purpose of first eagle separate account?

The purpose of First Eagle Separate Account is to customize investment strategies based on the client's individual needs and goals.

What information must be reported on first eagle separate account?

Information such as investment holdings, performance data, fees, and any changes in the client's investment strategy must be reported on First Eagle Separate Account.

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