Get Equinox Frontier Funds Class 1 & Class 3 Application For ...

Filling out the Equinox Frontier Funds Class 1 & Class 3 application form online can be straightforward if you follow the right steps. This guide will provide clear, step-by-step instructions to help you complete the application accurately and efficiently.

Follow the steps to successfully complete your online application.

1. Click ‘Get Form’ button to access the application form and open it in your preferred online editor.
2. Begin by filling out the current account information. Input your full registration name, account number, and specify which fund of units you plan to transfer by selecting the appropriate checkboxes.
3. Provide the name of your current financial advisor, their branch ID, and the advisor number. This information helps in correctly routing your application.
4. In the reason for transfer section, check one of the options that apply to your situation, such as 'Change of Financial Advisor' or 'Re-registration.' If the transfer is due to death, be sure to specify this and include any necessary supporting documentation as indicated.
5. Complete the signature section by having all registered holders or custodians sign as their names appear on the original subscription agreement. Ensure that signatures are guaranteed where necessary.
6. For new account information, gather the details of the new subscribers, including social security number or taxpayer ID, full registration, and residential address. Also, provide a mailing address if different.
7. Indicate the registration type by checking the appropriate options, such as IRA/SEP/Roth or any other type of transfer as applicable.
8. Ensure new investor and custodian signatures are provided, along with the new financial advisor selling firm information.
9. Review every section for accuracy. Make any necessary adjustments before finalizing your application.
10. Once complete, save your changes, download, print, or share the finished application form as needed for submission.

Complete your Equinox Frontier Funds application online today for a smooth transfer process.