Get the free Wrap Fee Program Brochure - Credicorp Capital Invest
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CREDICORP CAPITAL ADVISORS LLC
(DBA Vicctus Multi Family Office)
(DBA Credicorp Capital Invest)
1111 Brickell Avenue, Suite 2825
Miami, FL 33131
Telephone: (305) 4550970
Email: mdieguez@credicorpcapital.com
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What is wrap fee program brochure?
The wrap fee program brochure is a document that provides information to clients about the investment advisory services offered in a wrap fee program.
Who is required to file wrap fee program brochure?
Investment advisors who participate in wrap fee programs are required to file the wrap fee program brochure.
How to fill out wrap fee program brochure?
The wrap fee program brochure can be filled out by including information about the advisory services offered, the fees and compensation structure, and any conflicts of interest.
What is the purpose of wrap fee program brochure?
The purpose of the wrap fee program brochure is to disclose important information to clients about the services and fees associated with participating in a wrap fee program.
What information must be reported on wrap fee program brochure?
The wrap fee program brochure must include information about the services offered, fees and compensation, conflicts of interest, and any disciplinary history of the advisor.
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