Client Information Form
Upload relevant documents*
such as marketing materials (one pager, presentation) and CSV file of returns etc.0
*Information Provided by you
This website may include web pages or registration forms that give you the opportunity to provide us with information about yourself. You do not have to provide us with information if you do not want to; however, that may limit your ability to use certain functions of this website or to request certain services or information.
We may use the information for a number of purposes such as:
• To respond to an e-mail or particular request from you.
• To personalize the website for you.
• To provide investors with information necessary to understand your product.
• To provide you with information that we believe may be useful to you, such as information about products or services provided by us or other businesses.
• To comply with applicable laws, regulations, and legal process.
• To keep a record of our transactions and communications.
• As otherwise necessary or useful for us to conduct our business, so long as such use is permitted by law.
You understand and specifically agree that we may use information to contact you through any contact information you provide through this website, including any email address, telephone number, cell phone number, text message number, or fax number.