Asset Allocation Questionnaire

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Contact Name
Do you wish to use Morningstar for automatic classification?
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.
Annuity
Choose up to 2 options.
Advisor One
Choose up to 2 options.
Stock
Choose up to 2 options.
ETF
Choose up to 2 options.
Option
Choose up to 2 options.
Bond
Choose up to 2 options.
Miscellaneous
Choose up to 2 options.
CD
Choose up to 2 options.
Would you like to set up a call with the products and prices team to discuss asset classification further?