Newbridge Account Update | Gold Coast Financial Group

Account Update Form

This form is used to make any corrections or changes to your account. You may not use this form to change the account registration or the account type. All pages must be submitted together for processing. Complete all applicable sections.

Account Information

Account Title (Name of this account)

Account Number

Client Name

Address Change

Yes

Please change the address on my account to the following:

Physical Address (no PO Box)

Address Line 1

Address Line 2

City

State

Zip Code

Country

Mailing Address (if different from Physical)

Address Line 1

Address Line 2

City

State

Zip Code

Country

Email Address/Phone Number Change

Yes

Home or Mobile Phone

Foreign Phone

Business Phone

Email Address

Occupation/Business Nature/Employer Change

Yes

If Employed/Self-Employed is indicated, please complete all employment fields.
If Retired or Unemployed is indicated, please indicate former Occupation.

Employer Name

Years Employed

Phone Number

Occupation

Business Nature

Employer’s Address

Address Line 1

Address Line 2

City

State

Zip Code

Country

Financial Information

Annual Income

Net Worth (excluding residence)

Liquid Net Worth

Risk Tolerance

* If you own or plan to own equities or alternative investments in this account, your Risk Tolerance should be “Aggressive.” Please call the office for more information.

Tax Bracket

Estimated Value of Investments

Liquidity Needs

Time Horizon

Annual Expenses

Investment Knowledge

Special Expenses

Timeframe

Investment Objective

Current Income (A) - Preservation of capital with a primary consideration on current income

Balanced (F) - A balance between capital appreciation and current income with the primary consideration being current income

Growth & Income (G) - A balance between capital appreciation and current income with the primary consideration being capital appreciation

Growth (H) - Capital appreciation through quality equity investment and little or no income

Maximum Growth (I) - Maximum capital appreciation with higher risk and little to no income

Speculation (J) - Maximum total return potential, involving a higher degree of risk through investment in a broad spectrum of securities

Investment Experience

Mutual Funds/Exchange Traded Funds (Years of Experience)

Mutual Funds/Exchange Traded Funds (Transactions per year)

Individual Stocks (Years of Experience)

Individual Stocks (Transactions per year)

Bonds (Years of Experience)

Bonds (Transactions per year)

Options (Years of Experience)

Options (Transactions per year)

Securities Futures (Years of Experience)

Securities Futures (Transactions per year)

Annuities (Years of Experience)

Annuities (Transactions per year)

Alternative (structured products, hedge funds, etc.) (Years of Experience)

Alternative (structured products, hedge funds, etc.) (Transactions per year)

Margin (Years of Experience)

Margin (Transactions per year)