EMAP FORMS
These forms are Broker Dealer Specific. If you want to see which forms are currently available for your Broker Dealer, please call 800-985-2174. You can also download a free 30-day trial of Laser App that will include all of the forms available to your Broker Dealer.
EFN Client Acknowledgement (Required for EFN Referrals)
EMAP Reduced Management Fee (Advisors Only)
Guide To Portfolio Selection - Full
Guide To Portfolio Selection - Quick
Privacy Policy ADV Part II and Disclosures
Suitability Questionnaire
Tri-Party Investment Management Agreement
Tri-Party Investment Management Agreement - SMH Capital
