Please find attached a trusted contact form. You may not wish to set this up at this time, however it is an option that we would like you to consider as part of our due diligence and planning purposes. A Trusted Contact is simply a point person that we can reach out to in the event we think we need to. They have no special powers like a power of attorney would have, simply a trusted party that you authorize us to talk to in case we are concerned for you.
The following link gives you some additional background on this.
Comments
https://www.investmentexecutive.com/newspaper_/building-your-busine...
Please find attached a trusted contact form. You may not wish to set this up at this time, however it is an option that we would like you to consider as part of our due diligence and planning purposes. A Trusted Contact is simply a point person that we can reach out to in the event we think we need to. They have no special powers like a power of attorney would have, simply a trusted party that you authorize us to talk to in case we are concerned for you.
The following link gives you some additional background on this.
https://www.finra.org/investors/learn-to-invest/brokerage-accounts/...
https://advisorcafe.ca/summer-2020/the-value-of-a-trusted-contact-p...
https://www.youtube.com/watch?v=1cTPoG4k124
Tim
https://www.youtube.com/watch?v=1cTPoG4k124