Get Entrust Group General Fee Disclosure (gfd) 2012

The Entrust Group General Fee Disclosure (GFD) is an essential document that outlines the various fees associated with managing your account. This guide provides clear, step-by-step instructions to assist you in accurately completing the GFD online.

Follow the steps to fill out the form accurately.

1. Press the ‘Get Form’ button to obtain the Entrust Group General Fee Disclosure and open it in an online editor.
2. Choose your preferred annual fee option. You can select either Option 1, which is based on the number of assets, or Option 2, which is determined by the total account or asset value. Make sure to check the relevant boxes according to your choice.
3. If you selected Option 1, calculate the fee based on the number of assets you have. For each asset and/or liability, the fee is $295 per year. Remember to include any additional charges for debt financing on an asset.
4. If you selected Option 2, determine the annual fee by evaluating your total account value and multiplying according to the specified ranges. Ensure you refer to the fee schedule provided for accurate calculations.
5. Review the term and administrative fees listed, ensuring that you understand the costs associated with account establishment, transactions, and other services. Make note of any one-time fees and ongoing charges.
6. Proceed to the payment section and select your method of payment for the account establishment fee. Choose between credit card or check. Ensure you complete the credit card information fields if that is your chosen method of payment.
7. Fill in your credit card details, including the card type, name as it appears on the card, card number, expiration date, security code, and billing address.
8. Sign the form to authorize the charges as indicated. This confirms that you understand the fees and the processing details.
9. Finally, save any changes made to the form. You can download a copy, print it for your records, or share the completed form as necessary.

Complete your Entrust Group General Fee Disclosure online today to ensure a smooth account management experience.