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
Other Forms:
Consent to Electronic Delivery of Documents
TPFG Credit Card Authorization Form