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Customer Account Agreement & Disclosures December 15, 2023RBC Clearing & Custody 250 Nicollet Mall | Minneapolis, MN 554011931 (800) 7594029 | www.rbcclearingandcustody.com PLEASE RETAIN A COPY OF

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Who needs rbc advisory programs disclosure?

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Individuals who are considering enrolling in RBC advisory programs.

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What is rbc advisory programs disclosure?

RBC Advisory Programs Disclosure refers to the requirement to disclose information related to advisory programs offered by RBC. This includes details about fees, services, and potential conflicts of interest.

Who is required to file rbc advisory programs disclosure?

Investment advisors and firms providing advisory services as part of RBC's programs are required to file the RBC advisory programs disclosure.

How to fill out rbc advisory programs disclosure?

To fill out RBC advisory programs disclosure, firms must accurately complete the prescribed forms, providing necessary information about their advisory services, fees, and any conflicts of interest, ensuring all details are truthful and compliant with regulations.

What is the purpose of rbc advisory programs disclosure?

The purpose of RBC advisory programs disclosure is to inform clients about the nature of advisory services, associated fees, and any potential conflicts of interest, promoting transparency and allowing clients to make informed decisions.

What information must be reported on rbc advisory programs disclosure?

The information that must be reported includes details about advisory fees, services offered, investment strategies, potential conflicts of interest, and performance data.

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