Paperwork

TPFG Paperwork

For any questions about these forms, please contact TPFG Regional Consultants.

TPFG Account Maintenance & FAQ

TPFG Quarterly Statement SAMPLE

IMA Form:

TPFG Investment Management Agreement

SIS Forms:

TPFG Risk Profile & Statement of Investment Election- SDBA

TPFG Risk Profile & Statement of Investment Election- Non Discretionary SDBA

TPFG Risk Profile & Statement of Investment Election- Strategy Plus

TPFG Risk Profile & Statement of Investment Election- CRO

TPFG Risk Profile & Statement of Investment Election- SMA

TPFG Risk Profile & Statement of Investment Election- VAO

TPFG Risk Profile & Statement of Investment Election- EPIC

IEC Forms:

TPFG Investment Election Change- SDBA

TPFG Investment Election Change- Strategy Plus

TPFG Investment Election Change- CRO

TPFG Investment Election Change- SMA

TPFG Investment Election Change- VAO

TPFG Investment Election Change- EPIC

TPFG Bulk Investment Changes

Other Forms:

Liquidation Request Form

Dollar Cost Average Form

Request to Change Rep or Firm

Consent to Electronic Delivery of Documents

TPFG Credit Card Authorization Form

TPFG VA Fee Payment Options