Get Order Form New Centaurus Client (agreement Region (1,2,3 ...

Filling out the Order Form New Centaurus Client is an essential step for users to establish an account with Centaurus Financial, Inc. This guide provides step-by-step instructions to ensure that you complete the form accurately and effectively.

Follow the steps to fill out each section of the form.

1. Click ‘Get Form’ button to obtain the form and open it for editing.
2. Select the region (1, 2, 3, or 4) that applies to your account setup. Make sure to understand the implications of each region.
3. Provide the name of the third-party management firm, if applicable. If you are using Centaurus for fee transmittal, indicate ‘CFI’.
4. Enter the amount you wish to place under management or the fee you are enclosing in the designated field.
5. Indicate whether you are making a new investment or transferring an existing asset to a managed account by checking the appropriate box.
6. Fill in the account registration details, including the owner's name, social security number, date of birth, and contact information.
7. If applicable, provide the custodian’s information for a UGMA account, including their SSN and date of birth.
8. Outline your source of funds and investment objectives by selecting applicable options. Review the definitions provided to ensure you select the correct preferences.
9. Enter your estimated annual income and net worth, making sure to exclude the primary residence in your calculations.
10. Indicate your investment experience by listing the years associated with various investment types.
11. Acknowledge receipt of the necessary disclosures by signing and dating the form. Both the owner and spouse must provide signatures.
12. Once you have completed all sections, you can save changes, and download, print, or share the form as needed.

Complete your Order Form online and take the first step toward managing your investments with Centaurus Financial.