BD- Broker-Dealer Variable Annuity Purchase Disclosure Form
BD- Broker-Dealer Variable Annuity Purchase Disclosure Form
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The updated Broker-Dealer Variable Annuity Purchase Disclosure Form serves as an important disclosure document that should be completed and signed by the client, registered representative, and registered principal, along with all other contract purchase and application documents involving initial purchases or exchanges of variable annuities. Members also downloaded the Broker-Dealer Privacy Policy Statement Notification.
Version/Update: V.4/ May 20, 2020
Total Page Count/Format: 5/.docx
Source/Author(s): Connexien