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Fiduciary Questionnaires Individual Investors 2010 Background On Provided Materials (Client Keep) This page was written by NAPA member Jerry Wade of Wade Financial Group, Inc. Its purpose is to assist
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Who needs the final fiduciary questionnaire?
The final fiduciary questionnaire is typically required by individuals or entities acting in a fiduciary capacity. This may include trustees, executors, administrators, or other individuals responsible for managing assets or making financial decisions on behalf of others. The questionnaire helps gather important information about the fiduciary's qualifications, background, and financial history, ensuring transparency and accountability in their role.
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