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Customer No.: ___SUITABILITY WAIVER I/We refer to the results of my/our Client Suitability Assessment (CSA) (the Results) conducted by the authorized personnel of BPI Wealth A Trust Corporation (BPI
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How to fill out risk disclosure statement and
How to fill out risk disclosure statement and
01
Read the entire risk disclosure statement carefully before filling it out.
02
Fill in your personal information accurately, including name, address, and contact information.
03
Review the list of risks provided in the statement and indicate your understanding of each risk by checking the appropriate boxes.
04
Sign and date the risk disclosure statement to acknowledge that you have read and understood the risks involved.
05
Keep a copy of the completed risk disclosure statement for your records.
Who needs risk disclosure statement and?
01
Anyone who is engaging in activities or transactions that involve potential risks should fill out a risk disclosure statement.
02
This includes investors, traders, businesses, and individuals who are participating in financial markets, investments, or any other ventures where there is a possibility of loss or harm.
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What is risk disclosure statement?
Risk disclosure statement is a document that outlines the potential risks associated with a particular investment or financial product.
Who is required to file risk disclosure statement?
Financial institutions, investment firms, and other entities that offer investment products are required to file risk disclosure statements.
How to fill out risk disclosure statement?
Risk disclosure statements are typically filled out by providing detailed information about the risks associated with the investment or financial product.
What is the purpose of risk disclosure statement?
The purpose of a risk disclosure statement is to inform investors about the potential risks involved in a particular investment, so they can make informed decisions.
What information must be reported on risk disclosure statement?
Information such as the potential risks, market conditions, and financial performance of the investment must be reported on a risk disclosure statement.
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