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  • Name Change Form - Oppenheimer Funds

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Name Change Form Instructions Additional requirements Please complete the form in its entirety, sign, and return it to us as follows: In addition to this form, we will require ONE of the following.

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The company, which once occupied the One World Financial Center building in Manhattan, now bases its operations at 85 Broad Street in New York City. Oppenheimer Holdings Inc....Oppenheimer Holdings. Headquarters in New York CityProductsInvestment banking Investment management Wealth managementRevenueUS$1.11 billion (2022)17 more rows

Download the Mobile App Using your Client Access username & password (must register for client access first), the Oppenheimer mobile app retrieves account information on the go. Available for iOS & Android, you can find it in the app store under “Opco Client Access Mobile App”.

On May 24, 2019, Invesco acquired the company.

We apologize for any concern or inconvenience this may cause you. Please contact us at 1-800-225-5677 within 60 days of the receipt of this letter for information regarding credit protection that is available to you through Equifax Consumer Services, LLC at the expense of OppenheimerFunds.

For further assistance, please call Client Help at 866-809-OPCO (6726), Monday through Friday from 8:00 AM to 8:00 PM ET, and Saturday from 10:00 AM to 2:00 PM ET.

Leon Levy, 77; OppenheimerFunds Founder, Art Collector and Benefactor.

On May 24, 2019, Invesco acquired the company.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232