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CAPITAL ALLIANCE ADVISORS, INC. BROKER DEMAND FORM 100 Pine Street, #2450, San Francisco, CA 94111 Office: 415/2889575 Fax: 415/2889590 Corporate Office: 12/05 18952 MacArthur Blvd., #310, Irvine,

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How to fill out a broker demand form:

1. Begin by obtaining a broker demand form from the appropriate source, such as a financial institution or brokerage company. This form is typically used to instruct a broker to buy or sell securities on your behalf.
2. Fill in your personal information, including your full name, address, and contact details. This is crucial for the broker to know who the instructions are coming from and to communicate with you if necessary.
3. Specify the type of securities you want to buy or sell. Provide as much detail as possible, including the name, symbol, and quantity of the securities. If you are unsure of the exact security you want to trade, you can provide general instructions or consult with a broker for guidance.
4. Indicate whether you want to place a market order or a limit order. With a market order, the broker will execute the trade at the current market price, while a limit order allows you to set a specific price at which you are willing to buy or sell the security.
5. Decide on any specific instructions or conditions for your trade. For example, you might want to include a stop-loss order, which automatically sells your securities if they reach a certain price to limit potential losses.
6. Consider including a time frame for your trade if you have a specific deadline or trading strategy in mind. This can help the broker prioritize your instructions accordingly.
7. Review the completed form for accuracy and ensure all necessary fields have been filled out. It's important to double-check your instructions to avoid any potential errors or misunderstandings.
8. Sign and date the broker demand form to authenticate your instructions. Some forms may require additional witness signatures or notarization, so be sure to follow the provided instructions.
9. Submit the form to your broker according to their preferred method, whether it's via mail, email, or through an online trading platform.
10. Keep a copy of the filled-out broker demand form for your records. This can be helpful for reference purposes or in case any discrepancies arise in the execution of your instructions.

Who needs a broker demand form?

1. Individuals who wish to buy or sell securities through a broker can benefit from using a broker demand form. It provides a formal and documented way of communicating your instructions to the broker, ensuring accuracy and clarity in the trade execution process.
2. Investors who prefer to have a professional handle their trades can utilize a broker demand form. This form allows you to specify your investment goals and instructions, giving the broker a clear understanding of your needs and objectives.
3. Traders who want to take advantage of the expertise and resources offered by a brokerage firm can use a broker demand form. By filling out this form, you can delegate the task of executing trades and managing your portfolio to a professional broker, while maintaining control and oversight over your investments.

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What is broker demand form?

Broker demand form is a document used to request payment from a broker for services rendered.

Who is required to file broker demand form?

Any individual or entity that has provided services to a broker and is seeking payment for those services may be required to file a broker demand form.

How to fill out broker demand form?

To fill out a broker demand form, you will typically need to provide information about the services rendered, the amount owed, and any supporting documentation.

What is the purpose of broker demand form?

The purpose of a broker demand form is to formally request payment from a broker for services rendered.

What information must be reported on broker demand form?

The information that must be reported on a broker demand form typically includes details of the services provided, the amount owed, and any supporting documentation.