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Managed Accounts Client Suitability Assessment Form OPENING CAUTION NOTE There is no one best investment product for everyone. What is important needs, then assess which product is suitable for you.is

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How to fill out managed accounts - client

01

Gather all necessary information about the client including financial goals, risk tolerance, investment experience, and time horizon.

02

Determine the appropriate investment strategy based on the client's profile and objectives.

03

Set up the managed account by opening a separate account for the client and linking it to the chosen investment strategy.

04

Continuously monitor the account performance and make necessary adjustments to ensure it aligns with the client's goals and risk tolerance.

05

Regularly communicate with the client to provide updates on the account and address any questions or concerns they may have.

Who needs managed accounts - client?

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Clients who prefer a hands-off approach to investing and want professionals to manage their investments on their behalf.

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Clients who lack the time or expertise to actively manage their investment portfolio.

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Clients who have specific financial goals and want a tailored investment strategy to help them achieve those goals.

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What is managed accounts - client?

Managed accounts - client refer to investment accounts in which a professional money manager makes investment decisions on behalf of the client.

Who is required to file managed accounts - client?

Any individual or entity that has a managed account for investment purposes is required to file managed accounts - client.

How to fill out managed accounts - client?

Managed accounts - client can be filled out either electronically through online platforms or manually by providing all the necessary information about the investment account.

What is the purpose of managed accounts - client?

The purpose of managed accounts - client is to provide clients with professional investment management services and help them achieve their financial goals.

What information must be reported on managed accounts - client?

Information such as account holder's personal details, investment strategy, fees, performance reports, and any changes in the investment portfolio must be reported on managed accounts - client.

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