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This form is used to automatically rebalance investments managed by CI Global Asset Management based on selected parameters like variance percentage and frequency date.
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How to fill out automatic rebalancing service form
How to fill out automatic rebalancing service form
01
Start by accessing the automatic rebalancing service form online or through your investment platform.
02
Fill in your personal information, including your name, contact details, and account number.
03
Specify your investment goals and preferences regarding asset allocation.
04
Indicate any specific parameters or thresholds for rebalancing, such as percentages for asset class deviations.
05
Review the terms and conditions of the service carefully before proceeding.
06
Submit the form and ensure you receive a confirmation of submission.
Who needs automatic rebalancing service form?
01
Investors who have multiple asset classes and want to maintain their desired allocation without manual intervention.
02
Individuals who lack the time or expertise to monitor and adjust their investment portfolio regularly.
03
Clients of financial advisory firms looking for automated solutions to optimize their investment returns.
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What is automatic rebalancing service form?
The automatic rebalancing service form is a document used to request periodic adjustments to an investment portfolio to maintain desired asset allocation by automatically buying or selling assets.
Who is required to file automatic rebalancing service form?
Typically, individuals or institutions that have investment accounts with a brokerage or financial institution that offers automatic rebalancing features are required to file this form.
How to fill out automatic rebalancing service form?
To fill out the automatic rebalancing service form, one must provide personal and account information, specify the asset allocation percentages, select the rebalancing frequency, and sign the form.
What is the purpose of automatic rebalancing service form?
The purpose of the automatic rebalancing service form is to enable investors to maintain their investment strategy by automatically adjusting their portfolio in accordance with their predefined asset allocations.
What information must be reported on automatic rebalancing service form?
The automatic rebalancing service form typically requires information such as the investor's name, account number, contact information, desired asset allocation percentages, and rebalancing frequency preferences.
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