Who Is Your Trusted Contact?
This vital investment account question should be answered sooner rather than later.
Jeffrey P. Kendall, CFP®
Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and information of a trusted contact.1
You do not have to supply this information, but it is encouraged. The request is made with your best interest in mind – and to lower the risk of someone crooked attempting to make investment decisions on your behalf.1