Katherine A. A. Zupan

financial counsel for the independent investor


  • Home
  • Advisor
  • info@zupan.us
  • Newsletter
  • Books

Letter of Instruction - LOI


Sent to those acting as your account custodians to inform them that we are now your advisor.

Letter of Instruction

  • services & fees

    • Private Clients
    • Businesses
    • Government Agencies
    • Services Provided by Affiliates

  • FAQs

    • Who Should be Investing?
    • What are the Steps in the Investing Process?
    • How do I go About Selecting a Financial Professional?
    • Do I Need a Trust?

  • FORMS

    • ADV Part II
    • Arbitration Clause
    • Client Brochure
    • Client Questionnaire
    • Client Update Form
    • Fundamental Client Questions
    • Advisor LOI
    • Retainer Agreement
    • Service Agreement
    • Worksheets

Copyright © 2009. Privacy Policy | Terms of Use | XHTML | CSS

Design by Free Website Templates