At Educators Financial Group, we want to be sure we’re providing you with the very best financial advice and solutions. In order to make that possible, we ask that you please notify us immediately if there have been any changes to your financial situation or information, especially regarding your investment objectives, risk tolerance, or time horizon. In addition to helping us fulfill your financial needs, it ensures we continue to do things by the book and in accordance with securities legislation.
To notify us of a change in your circumstances, simply fill out a new ‘Know Your Client’ form. You can download one here, or call 1.800.263.9541 and request a form be sent to you.
