LF172C - LFCM Crypto Completion Disclosure

LF172C - Crypto Disclosure Addendum
Advisor/Rep Name

First NameLast Name
Advisor/Rep Email
example@example.com
Assistant Email (Optional)
example@example.com
Client Name(s)
List Client Account Number(s)
Will the client be investing in the Level Four Capital Management (LFCM) Crypto Completion Portfolio?
Document delivery method
Identify the Date you delivered the 172C Cryptocurrency Addendum Document to the investor

MonthDayYear
Date
If you are choosing to mail or hand deliver the Document Disclosures, the required documents will be emailed to you.
Investor Email
example@example.com
Investor Address (if physically mailing)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Date Completed

MonthDayYear
Date
Disclosure Delivery Obligations
LF172C - Cryptocurrency Portfolio Addendum
Should be Empty:

LF172C - Crypto Disclosure Addendum