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October 17Investment Authority We do not offer discretionary services to any accounts. All accounts are considered nondiscretionary, meaning that you as the investor make the ultimate decision regarding
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Obtain the investment authority form from our website or office.
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Fill in your personal information, including name, address, and contact details.
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Specify the type of investment services you are interested in.
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Review the investment goals and risk tolerance sections, and provide your answers.
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Who needs investment authority we do?

01
Any individual or organization looking to engage in investment activities through our services.
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Clients who want to authorize us to manage their investments on their behalf.
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Investors seeking professional investment advice and management.
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Investment authority we do refers to the legal and regulatory framework that allows organizations or individuals to manage, invest, and oversee assets or capital.
Individuals or entities that manage investment funds, financial advisors, and organizations involved in investment activities are typically required to file investment authority.
To fill out investment authority, individuals or entities must provide detailed information regarding their investment strategies, financial status, and the specific authority under which they operate.
The purpose of investment authority is to ensure transparency and compliance in the investment management process, safeguarding the interests of investors and regulatory bodies.
The information reported typically includes details about the investment entity, its management team, strategies employed, financial performance, and any risks associated with the investments.
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