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800 N. Brand Boulevard, 16th Floor, Glendale, CA 91203 (800) 6341100 www.unionbank.com/invest Managed Account Solutions Form ADV Part 2A (Brochure) December 22, 2022This Brochure provides information

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What is managed account solutions form?

Managed account solutions form is a document used to report information about managed accounts held by a financial institution.

Who is required to file managed account solutions form?

Financial institutions are required to file managed account solutions form.

How to fill out managed account solutions form?

Managed account solutions form should be filled out according to the instructions provided by the relevant regulatory authority.

What is the purpose of managed account solutions form?

The purpose of managed account solutions form is to provide transparency and accountability regarding managed accounts.

What information must be reported on managed account solutions form?

Information such as account holders, account balances, and transactions must be reported on managed account solutions form.

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