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Limited Power of Attorney (LPO) Page 1 of 3 Investment Advisor (IA) Information (This portion to be completed by IA.) IA Firm Name (Please print.) ___ IA Master Account Number ___ Service Team ___

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What is investment advisors cannot take?

Investment advisors cannot take custody of client funds or securities.

Who is required to file investment advisors cannot take?

All registered investment advisors are required to file investment advisors cannot take.

How to fill out investment advisors cannot take?

Investment advisors can fill out the form online through the SEC's Electronic Data Gathering, Analysis, and Retrieval (EDGAR) system.

What is the purpose of investment advisors cannot take?

The purpose of investment advisors cannot take is to protect investors by preventing advisors from misappropriating client assets.

What information must be reported on investment advisors cannot take?

Investment advisors must report information on how client funds and securities are held and safeguarded.

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