Embedded Files
Financial Transparency Forms
Financial Transparency Forms
Brochure ADV 2B: This document is also required to be delivered. It is found in your "Advisor (Your Name)" documents on Advyzon.
Brochure ADV 2B: This document is also required to be delivered. It is found in your "Advisor (Your Name)" documents on Advyzon.
You or Financial Transparency can initiate this Referral Agreement. The person initiating is the "Administrator." The Administrator will need to know the referring person's name and email address. They will also need to know the percentage of revenue that will be shared the first year, and any percentage in subsequent years, as well as the term period of the revenue. In the Recipients section, for Registered Investment Advisory Firm, enter:
Name: IA Support Email: iasupport@financialtransparencyllc.com
For custodian specific forms such as account applications, distribution requests, etc.. please visit the specific custodian's platform.
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