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CIRO Jun 2024
Why You Should Consider Appointing a Trusted Contact Person
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When your advisor asks you whether you want to name a Trusted Contact Person, it is something worth considering. Naming a Trusted Contact Person could help your advisor or investment firm to respond to possible situations of financial abuse or fraud affecting your account. It allows your advisor to know who you trust and who they have permission to contact when they are concerned about your well-being under specific situations. Naming a Trusted Contact Person does not give that individual any authority over your account.

Author: CIRO
Topic: Consumer protection
Publisher: CIRO
Location: Canada
Format: Article, Reports/Articles
Content Type: Tools
Publication Date: June 23, 2024