Asset Allocation Questionnaire "*" indicates required fields Firm Name Contact Name First Last Contact Email Do you wish to use Morningstar for automatic classification? Yes No Please select the classification schemes for each product type. Reference query 20142 if you have questions as to how each scheme will classify your products. Mutual Fund Choose up to 2 options. Orion Subtype Morningstar Sector Morningstar Group Morningstar Industry Morningstar Stylebox Morningstar Category N/A Annuity Choose up to 2 options. Orion Subtype Morningstar Sector Morningstar Group Morningstar Industry Morningstar Stylebox Morningstar Category N/A Advisor One Choose up to 2 options. Orion Subtype Morningstar Sector Morningstar Group Morningstar Industry Morningstar Stylebox Morningstar Category N/A Stock Choose up to 2 options. Orion Subtype Morningstar Sector Morningstar Group Morningstar Industry Morningstar Stylebox Morningstar Category N/A ETF Choose up to 2 options. Orion Subtype Morningstar Sector Morningstar Group Morningstar Industry Morningstar Stylebox Morningstar Category N/A Option Choose up to 2 options. Orion Subtype Morningstar Sector Morningstar Group Morningstar Industry Morningstar Stylebox Morningstar Category N/A Bond Choose up to 2 options. Orion Subtype Morningstar Sector Morningstar Group Morningstar Industry Morningstar Stylebox Morningstar Category N/A Miscellaneous Choose up to 2 options. Orion Subtype Morningstar Sector Morningstar Group Morningstar Industry Morningstar Stylebox Morningstar Category N/A CD Choose up to 2 options. Orion Subtype Morningstar Sector Morningstar Group Morningstar Industry Morningstar Stylebox Morningstar Category N/A Would you like to set up a call with the products and prices team to discuss asset classification further? Yes No What is the name of the signer? What is the email of the signer? Dates/Times for meeting Orion offers the following product addendums free of charge, please select if you would like to have these added. Your firm's authorized signer will receive the addendum(s) to complete the process: Moody's Addendum Applies Moody's Ratings to any individual bonds that were given a rating. Displays ratings on Advisor and Client-facing reports, or available for query auditing. Dow Jones/S&P Addendum Allows access to additional indexes through Dow Jones/S&P. To be used in subsequent benchmark applications & reporting. Ex. Dow Jones Industrial Average, S&P 500, etc. Privacy Policy
