Forms and Documents

Forms and Documents

Preliminary Client Questionnaire     Click Here

An initial questionnaire  for prospective client designed to help our advisors understand your financial goals.

Client Financial Information     Click Here (under construction)

Use this form to provide a high level summary of your assets an liabilities. The information is held in the strictest of confidence and is only used to formulate a financial plan aligned with your investment objections. See our data/client confidentiality statement HERE. 

Investment Advisors Client Agreement     Click Here  (under construction)

The Agreement between a Client and Chelsea Global Advisors, LLC , setting forth the terms and conditions of  the customer relationship. A signed Investment Advisor Client Agreement must be executed before the provision of any investment management or related services begins.     

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