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Reset FormMOVE MONEY ADVISOR AUTHORIZATION Completed by Advisor Account # ___Completed by Advisor Advisor Code ___ Completed by Advisor Case # ___ For Taxable accounts: Use this form to authorize

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How to fill out investment advisory services authorization

01

Obtain the necessary forms from your investment advisor or firm.

02

Fill in your personal information including name, address, phone number, and email.

03

Provide information about your financial goals and risk tolerance.

04

Specify your investment objectives and time horizon.

05

Sign and date the authorization form.

06

Review the form for accuracy before submitting it to your advisor.

Who needs investment advisory services authorization?

01

Individuals who wish to receive personalized investment advice and management services.

02

Investors who want help with asset allocation, portfolio construction, and financial planning.

03

Those looking to have a professional manage their investments on their behalf.

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What is investment advisory services authorization?

Investment advisory services authorization is a regulatory approval that allows a firm to provide advice on investments to clients.

Who is required to file investment advisory services authorization?

Any firm or individual providing investment advice for a fee is required to file for investment advisory services authorization.

How to fill out investment advisory services authorization?

To fill out investment advisory services authorization, the firm or individual must provide detailed information about their business practices, qualifications, and any potential conflicts of interest.

What is the purpose of investment advisory services authorization?

The purpose of investment advisory services authorization is to ensure that firms and individuals offering investment advice are qualified and adhere to industry regulations to protect clients.

What information must be reported on investment advisory services authorization?

Information such as the firm's business practices, investment strategies, client fees, qualifications of advisors, and potential conflicts of interest must be reported on investment advisory services authorization.

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