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THE H. BECK, INC. - cfginc.com 2025

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The document is a comprehensive New Account Form from H. Beck, Inc., detailing the procedures and requirements for opening various types of financial accounts, including individual, joint, trust, and retirement accounts. It includes sections on account registration, holder information, investment knowledge and experience, compliance with the USA Patriot Act, and institutional account definitions. Additionally, it outlines the firm's privacy policy regarding client information collection and sharing, as well as disclosures related to mutual fund sales charges and breakpoint discounts. The document emphasizes the importance of accurate client information for investment suitability and provides instructions for maintaining communication with H. Beck.

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