Establish a Client Advocate

Establish a Client Advocate

Also known as a Trusted Contact Person, your Client Advocate is someone you authorize Hanover Advisors to reach out to if we ever suspect fraud, financial exploitation, or diminished capacity.
Your Name*

First NameLast Name
Your Email Address*
example@example.com
Designating a Client Advocate (Trusted Contact Person) is optional. You may change or remove this designation at any time by notifying Hanover Advisors. Your Client Advocate does not have authority over your account, cannot make investment decisions, and cannot view account details. Hanover Advisors may contact your Client Advocate only in limited circumstances, such as suspected fraud, financial exploitation, or concerns about your well-being.
Disclaimer:*

I authorize Hanover Advisors to contact the Trusted Contact Person I designate below if there are concerns about fraud, financial exploitation, or diminished capacity. I understand this does not grant them authority over my account and is not a substitute for a Power of Attorney.
Client Advocate's Name*

First NameLast Name
Client Advocate's Email*
example@example.com
Client Advocate's Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Relationship to Client Advocate*
Example: friend, sibling, child
Should be Empty: