You cannot use this service if you have your fingerprints and photograph taken at a visa application centre (VAC) or UK Visa and Citizenship Services (UKVCAS) service point. You can upload documents using our commercial partner websites instead, or pay for an Added Value Service to submit your documents at your appointment at a visa application service or UKVCAS service point.

Please note, your access to view and print PDF license document will only be active for a total of 60 days. After 60 days, your access to the PDF license document will expire and you will be unable to print the license from the portal unless you contact the board to re-activate. You will also need to contact the Board if you need to print a duplicate copy of your license. If you do not have an email address on file with us, your license will be mailed out to you within 7-10 business days after your application is approved.


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If you use an invalid username or password three times, our website prevents further log on attempts. This is a security feature used to prevent unauthorized access. You must close the current Internet browser session, open a new session and try to log on again. If you have forgotten your password, use the Forgot Password feature, which is located under the log on box.

Other than the public license search function, the website is restricted to those who have provided a valid User ID and password. Your User ID is uniquely tied to all your license information, so only you have access to it. In addition, the Department, as a matter of policy, utilizes strict network security practices in the transaction of data.

You may store your original books and records by using either micrographic media or electronic media. These media generally include microfilm or digital formats (e.g., electronic text, digital images, proprietary and off-the-shelf software, and email). If you use email or instant messaging to make and keep the records that are required under the Advisers Act, you should keep the email, including all attachments that are required records, as examiners may request a copy of the complete record. In dealing with electronic records, you must also take precautions to ensure that they are secure from unauthorized access and theft or unintended destruction (similar safeguarding provisions regarding client information obtained by you is required by Regulation S-P under the Gramm-Leach-Bliley Act). In general, you should be able to promptly (generally within 24 hours) produce required electronic records that may be requested by the SEC staff, including email. In order to do so, the Advisers Act requires that you arrange and index required electronic records in a way that permits easy location, access, and retrieval of any particular electronic record.

As a registered investment adviser, your books and records are subject to compliance examinations by the SEC staff (under Section 204 of the Advisers Act). The purpose of SEC examinations is to protect investors by determining whether registered firms are complying with the law, adhering to the disclosures that they have provided to their clients, and maintaining appropriate compliance programs to ensure compliance with the law. If you are examined, you are required to provide examiners with access to all requested advisory records that you maintain (under certain conditions, documents may remain private under the attorney-client privilege).

This is one essential electronic device that aids you to connect with your team, type your documents, run your website, create content for your social media pages, market your business digitally, and successfully perform numerous tasks from the comfort of your home.

Though you might aim at being paperless as you go about your business, still, there will always be certain hard documents you will have to hold onto. Hence, It is important to create a safe place to organize and store your important files and documents in such a way that each file is easily accessible.

You need to take along your passport(s), a copy of your Document Checklist, proof of your booked appointment. This is assuming that you have already uploaded copies of your supporting documents directly to the VFS or TLS system. Every visa category requires different support documents so you need to make sure you have uploaded the correct ones before your appointment.

NOTE: Please make sure that your email address provided in the form DS-260 is valid and that you are able to access it. In advance of your appointment we may contact you by email with a request to take some action on your case or prepare additional documentation before you come to your visa interview.

The biggest and, sadly, the most common, estate planning mistake is not doing it at all. Your loved ones will be thrown into chaos if you die without a will in place and a comprehensive list of your assets and liabilities.It is equally important to plan for the possibility that you will become incapacitated. It's crucial to have a power of attorney, healthcare proxy, and living will in place.Other common mistakes, according to the site Trust & Will, include:Failing to communicate. Talk to your loved ones about your estate plan. Tell them what you've decided and why. Make sure they know the practical facts, like who your attorney is and where the will is stored.Naming only one beneficiary. You may expect to leave everything to your spouse or a child. But you need a secondary beneficiary, just in case.Forgetting your digital footprint. Tell your heirs how you want them to handle your LinkedIn account, Facebook account, email, and any other website where you have a presence.Not updating. Review your plan once a year to make sure it still reflects your wishes and covers all the bases."}},{"@type": "Question","name": "What Are the Essential Documents in an Estate Plan?","acceptedAnswer": {"@type": "Answer","text": "Number one is the will of course. Beyond that, the essential documents in an estate plan include:An inventory of your physical assets.A list of all of your financial accounts.A list of all of your debts and open credit accounts.A clear identification of your life insurance account with contact details.Beyond those pieces of paper, go to your online accounts or contact their customer service departments to make sure your beneficiary designations are in place."}},{"@type": "Question","name": "What Are the Risks of Not Having an Estate Plan?","acceptedAnswer": {"@type": "Answer","text": "If you don't have a will or your intentions or unclear for any other reasons, your estate will wind up in probate court.That means that a probate judge will determine what should be done with your assets, based on your state's laws.Moreover, if you die without leaving clear documentation of your assets and where they are, your surviving family members will be hard-pressed to locate and claim the money and possessions you want them to have.In short, not having a will and not documenting your assets leaves a big mess for your heirs."}}]}]}] Investing Stocks  Bonds  ETFs  Options and Derivatives  Commodities  Trading  FinTech and Automated Investing  Brokers  Fundamental Analysis  Technical Analysis  Markets  View All  Simulator Login / Portfolio  Trade  Research  My Games  Leaderboard  Banking Savings Accounts  Certificates of Deposit (CDs)  Money Market Accounts  Checking Accounts  View All  Personal Finance Budgeting and Saving  Personal Loans  Insurance  Mortgages  Credit and Debt  Student Loans  Taxes  Credit Cards  Financial Literacy  Retirement  View All  News Markets  Companies  Earnings  CD Rates  Mortgage Rates  Economy  Government  Crypto  ETFs  Personal Finance  View All  Reviews Best Online Brokers  Best Savings Rates  Best CD Rates  Best Life Insurance  Best Personal Loans  Best Mortgage Rates  Best Money Market Accounts  Best Auto Loan Rates  Best Credit Repair Companies  Best Credit Cards  View All  Academy Investing for Beginners  Trading for Beginners  Become a Day Trader  Technical Analysis  All Investing Courses  All Trading Courses  View All TradeSearchSearchPlease fill out this field.SearchSearchPlease fill out this field.InvestingInvesting Stocks  Bonds  ETFs  Options and Derivatives  Commodities  Trading  FinTech and Automated Investing  Brokers  Fundamental Analysis  Technical Analysis  Markets  View All SimulatorSimulator Login / Portfolio  Trade  Research  My Games  Leaderboard BankingBanking Savings Accounts  Certificates of Deposit (CDs)  Money Market Accounts  Checking Accounts  View All Personal FinancePersonal Finance Budgeting and Saving  Personal Loans  Insurance  Mortgages  Credit and Debt  Student Loans  Taxes  Credit Cards  Financial Literacy  Retirement  View All NewsNews Markets  Companies  Earnings  CD Rates  Mortgage Rates  Economy  Government  Crypto  ETFs  Personal Finance  View All ReviewsReviews Best Online Brokers  Best Savings Rates  Best CD Rates  Best Life Insurance  Best Personal Loans  Best Mortgage Rates  Best Money Market Accounts  Best Auto Loan Rates  Best Credit Repair Companies  Best Credit Cards  View All AcademyAcademy Investing for Beginners  Trading for Beginners  Become a Day Trader  Technical Analysis  All Investing Courses  All Trading Courses  View All EconomyEconomy Government and Policy  Monetary Policy  Fiscal Policy  Economics  View All  Financial Terms  Newsletter  About Us Follow Us      Table of ContentsExpandTable of ContentsLegal Documents You NeedMore Than a Last Will1. Itemize Your Inventory2. Add Your Non-Physical Assets3. Assemble a List of Debts4. Make a List of Memberships5. Make Copies of Your Lists6. Review Your Retirement Accounts7. Update Your Insurance8. Transfer on Death Designations9. Select an Estate Administrator10. Draft Your Will11. Regularly Review Documents12. Copy Your Administrator13. Visit an Attorney or Planner14. Simplify Your Finances15. Complete Other Key Documents16. Use College Funding AccountsFAQsThe Bottom LineWealthTrust & Estate PlanningEstate Planning: 16 Things to Do Before You DieComplete this checklist to get your affairs in order 2351a5e196

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