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Lifestyle Asset Management, Inc. INVESTMENT ADVISORY AGREEMENT This INVESTMENT ADVISORY AGREEMENT (the \” Agreement\”) is made as of the date set forth on the signature page of the Agreement between
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Gather all necessary information such as personal identification, financial goals, risk tolerance, and investment preferences.
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Manulife Investment Management US is a subsidiary of Manulife Financial that offers investment management services in the United States.
Certain financial institutions and investment management companies are required to file Manulife Investment Management US as part of their regulatory compliance.
To fill out Manulife Investment Management US, one must provide detailed information about their investments, assets, portfolios, and financial performance.
The purpose of Manulife Investment Management US is to provide transparency and regulatory oversight of the investment activities and financial health of the company.
Information such as investment holdings, transactions, performance metrics, risk exposure, and compliance with regulations must be reported on Manulife Investment Management US.
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