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DISCRETIONARY ADVISORY AGREEMENT THIS DISCRETIONARY ADVISORY AGREEMENT is made by and between the undersigned (the Client) and Values First Advisors, Inc. (the Advisor). The Client hereby retains
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How to fill out form of non-discretionary investment
How to fill out form of non-discretionary investment
01
Obtain the non-discretionary investment form from the financial institution or advisor managing your accounts.
02
Fill in your personal information such as full name, address, contact information, and social security number.
03
Specify the investment amount and type of investment you wish to make.
04
Provide any additional documentation requested, such as proof of identity or source of funds.
05
Review the form for accuracy and completeness before signing and submitting it to the financial institution.
Who needs form of non-discretionary investment?
01
Individuals who want to make a specific investment without giving the advisor discretionary authority over their account.
02
Investors who prefer to have full control and oversight of their investment decisions.
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What is form of non-discretionary investment?
Non-discretionary investment refers to investment decisions that are made by an investment manager following specific instructions given by the investor.
Who is required to file form of non-discretionary investment?
Investors who have appointed an investment manager to handle their investments on a non-discretionary basis are required to file the form of non-discretionary investment.
How to fill out form of non-discretionary investment?
The form of non-discretionary investment should be filled out with all relevant information regarding the investor, investment manager, and specific investment instructions.
What is the purpose of form of non-discretionary investment?
The purpose of the form of non-discretionary investment is to establish the investment parameters and guidelines that the investment manager must follow when making investment decisions.
What information must be reported on form of non-discretionary investment?
The form should include details such as the investor's risk tolerance, investment objectives, specific securities to be included or excluded from the portfolio, and any other relevant investment guidelines.
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