Authorization to Communicate with a Trusted Contact Person
The Trusted Contact Person (hereinafter “TCP”) is a resource intended to help your Portfolio Manager / Investment Advisor, or any other person in charge of managing your assets (hereinafter your “Advisor”):
- Protect your interests or financial assets in response to possible financial exploitation.
- Help your Advisor protect your interests or financial assets in response to concerns about your mental capacity.
- Confirm or provide the name and contact information of your legal representative, in particular your legal guardian, the Executor/Liquidator of an estate of which you are the beneficiary, or the trustee of a trust of which you are the beneficiary.
- Validate and obtain your current contact information in the event your Advisor can no longer reach you, especially after several attempts.
The TCP does not replace your Attorney appointed under a Power of Attorney or a Protection Mandate, nor does the TCP assume this role. The TCP also does not have the authority to trade in your account(s) or make other decisions on your behalf.
Please fill out the form below by following these steps:
|1. Click on at the bottom of the form
|2. Click on
|3. by filling in the fields and following the prompts
|4. You will be asked to enter your e-mail to sign
|5. Check for an e-mail from Adobe Sign <firstname.lastname@example.org> to confirm
Having trouble viewing the form above? Click on the link below to launch in your web browser:
Please note that if you have questions regarding your investments with us at anytime, you can e-mail email@example.com to request a conversation with your assigned Portfolio Manager.