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Get Professional Fiduciaries Bureau - Annual Statement. Professional Fiduciaries Bureau - Annual
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How to fill out the Professional Fiduciaries Bureau - Annual Statement online
Completing the Professional Fiduciaries Bureau - Annual Statement is essential for maintaining your licensure as a professional fiduciary. This guide provides step-by-step instructions to help you fill out the form accurately and efficiently online.
Follow the steps to complete the Annual Statement accurately.
- Click 'Get Form' button to obtain the form and open it in your editing tool.
- In Part 1, enter your personal and business information, including your name, business name (if applicable), and contact details. Ensure that all addresses are accurately presented.
- In Part 2, indicate any new licenses or certificates you have received since your last report. If applicable, provide detailed information for each new license by entering the type, state or country, license number, status, and date issued.
- Move to Part 3, where you will report your client matters. First, document the value of client assets under management. Then, provide details for new client cases and those that have been closed, including case names, numbers, appointment dates, and court locations.
- In Part 4, Business Matters, indicate any business interests and whether you or a family member has any ownership in businesses receiving payments from your clients. Additionally, disclose any bankruptcy filings after your last report.
- In Part 5, report any convictions or fiduciary actions. Note any instances of breach of fiduciary duty, removal as a fiduciary, resignation, or settlements, providing necessary details for each event.
- Finally, in Part 6, read the affidavit section carefully. Sign and date the statement to certify the truth and accuracy of all provided information.
- Upon completing the form, review all entries for accuracy. You can then save your changes, download a copy, print it, or share the document as required.
Complete your Professional Fiduciaries Bureau - Annual Statement online today to ensure your license remains active and compliant.
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A fiduciary is someone who is legally obligated to act in your best interest. A lot of time we hear this term used with attorneys or trustees. Wealth advisors who are fiduciaries work alongside you to achieve your unique financial goals and advocate for you in all decisions.
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