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How to use or fill out form 45 106f12 with our platform
- Click ‘Get Form’ to open it in the editor.
- In Section 1, provide details about your investment. Specify the type of securities and the issuer's name.
- Move to Section 2 for risk acknowledgement. Initial next to each risk statement to confirm your understanding, and insert the total dollar amount of your investment.
- In Section 3, indicate your relationship status by initialing the applicable criteria. Ensure you check all relevant boxes that apply to your situation.
- Complete Section 4 by printing your first and last name, signing, and dating the form to confirm your understanding of the risks involved.
- If applicable, have a contact person complete Section 5 with their details and signature.
- Finally, ensure Sections 1, 5, and 6 are filled out before submitting. Each party must receive a signed copy for their records.
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