PARTNERVEST ADVISORY SERVICES 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.
Authorization to Deduct Advisory Fees from Client Account
Form ADV Part II
Solicitor's Written Disclosure Document
Star - General Instructions
Star - Investment Advisory Agreement
Star - Performance Fee Addendum
Star - Privacy Policy
Star - Supplemental Information
Star I - Advisor Directed Investment Policy Guidelines Long Form
Star I - Advisor Directed Investment Policy Guidelines Short Form
Star I and II - Addendum A Fee Schedule
Star II - Investment Policy Guidelines
Star III - Addendum A Fee Schedule
Star III - ALPHA - Investment Policy Guidelines
Star III - Investment Policy Guidelines - Addendum 1 Premium Elections
Star III - TITAN - Investment Policy Guidelines
Star III - VEGA - Investment Policy Guidelines
Star III - VEGA -Investment Policy Guidelines - Addendum 1 Premium Elections
Third Party Asset Manager Acknowledgement of Receipt
