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Trusted contact person information form A Trusted Contact Person (TCP) is someone you authorize for us to get in touch with to help us protect your investments. Your TCP should be someone you trust

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How to fill out trusted contact person information

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Log in to your account on the appropriate platform

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Navigate to the settings or account information section

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Look for the option to add a trusted contact person

04

Enter the required contact information for the trusted individual

05

Save the changes to ensure the information is updated

Who needs trusted contact person information?

01

Financial institutions and brokerage firms often require customers to provide trusted contact person information for added security and protection

02

This information is important in case there are concerns about the account holder's well-being or need to verify account activity

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What is trusted contact person information?

Trusted contact person information is contact information for a designated individual who can be contacted in case of emergency or other important situations regarding the account holder.

Who is required to file trusted contact person information?

Financial institutions, investment firms, and other entities are required to collect and file trusted contact person information from their clients.

How to fill out trusted contact person information?

Clients can fill out trusted contact person information by providing the name, contact number, and relationship of the designated individual.

What is the purpose of trusted contact person information?

The purpose of trusted contact person information is to have a designated person who can be contacted in case of emergencies, mental incapacity, or other important situations regarding the account holder.

What information must be reported on trusted contact person information?

Trusted contact person information must include the name, contact number, and relationship of the designated individual.

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