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Disclosures

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Legal & Regulatory Disclosures

Following are the legal and regulatory disclosures for &Partners. You may open or download each document.

Legal and regulatory documents

Pdf file iconForm CRS – Client Relationship SummaryDownload
Pdf file iconRegulation Best Interest Investment Services and Fee SummaryDownload
Pdf file iconADVDownload
Pdf file iconAcknowledgment of Fiduciary Standard Under Title 1 of ERISA and PTE 2020-02Download
Pdf file iconAdvisory Program AgreementDownload
Pdf file iconBusiness Continuity PlanDownload
Pdf file iconBroker Dealer Recruitment DisclosureDownload
Pdf file iconCode of Business Conduct and EthicsDownload
Pdf file iconG-10 DisclosureDownload
Pdf file iconElectronic Notice and Signature DisclosureDownload
Pdf file iconNFS (Fidelity) Electronic Delivery AgreementDownload
Pdf file icon&Partners Miscellaneous Fee ScheduleDownload
Pdf file iconModel Extended Hours Trading Risk Disclosure StatementDownload
Order Routing Practices – SEC Rule 606

Bank deposit sweep program documents

Pdf file iconBDSP DisclosureDownload
Pdf file iconBDSP Participating BanksDownload
Pdf file iconBDSP Rate SheetDownload

Account protection

Pdf file iconSafekeeping your assetsDownload
Pdf file iconSafeguarding your assetsDownload

Privacy disclosures

Pdf file iconPrivacy PolicyDownload
Pdf file iconCalifornia Privacy PolicyDownload
Pdf file iconDigital Privacy Policy and Terms & ConditionsDownload
Social Media Guidelines
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