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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: PROTEST, INC.CRD Number: 119081Annual Amendment All Sections Rev. 10/20214/3/2023
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How to fill out managed account subscription agreement

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How to fill out managed account subscription agreement

01
Obtain a copy of the managed account subscription agreement from the relevant financial institution or advisor.
02
Carefully read through the agreement, making note of any terms or conditions that you may not understand.
03
Fill out the required personal information such as name, address, and contact details.
04
Provide details about your financial situation, investment goals, and risk tolerance as requested in the agreement.
05
Review the document for accuracy and completeness before signing and dating it.
06
Make a copy of the signed agreement for your records, and submit the original to the financial institution or advisor.

Who needs managed account subscription agreement?

01
Individuals who wish to open a managed investment account with a financial institution or advisor.
02
Investors who want professional management of their investment portfolio.
03
Clients looking to delegate investment decisions to a third party.
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A managed account subscription agreement is a contract between an investor and a financial institution or investment manager for the management of a specific investment account.
Investors who wish to have their accounts managed by a financial institution or investment manager are required to file a managed account subscription agreement.
To fill out a managed account subscription agreement, investors must provide personal information, investment goals, risk tolerance, and any other relevant details required by the financial institution or investment manager.
The purpose of a managed account subscription agreement is to outline the terms and conditions of the investment management relationship, including the investment strategy, fees, and responsibilities of both parties.
The managed account subscription agreement must include information about the investor's financial situation, investment objectives, risk tolerance, and any restrictions on the management of the account.
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