DIRECT BUSINESS PROCESSING-ALTERNATIVE INVESTMENTS

Mutual Fund Direct Business Application Way

  • • All Forms are required unless otherwise noted as “if applicable”
  • • Keep a copy for your records
  • • Input the related transaction information into WIS’ Direct Blotter, which is accessed through www.wisdirect.com/mfva.html
  • • Note: If purchasing in the brokerage retirement account additional documents are required. See the Alternative Investment instructions in the Operations guide on this website.
BUSINESS TYPE PAPERWORK REQUIREMENTS SIGNATURE REQUIRED
Alternative Investment (REIT, DPP, LP)
New Account
• WIS Account Agreement Client, Rep, OSJ
  • General Partner Application Client, Rep
  Check (if applicable) Client
  • WIS Disclosure Form (1031 Exchange or REIT, DPP) Client, Rep, OSJ
  • Letter of Authorization requesting a check for the Alternative Investment from the Brokerage Account. (If applicable) Client, Rep, OSJ
  Input the related transaction information into WIS’ Direct Blotter, which is accessed through www.wisdirect.com/mfva/  
INSURANCE Quick Links

CPS Insurance Services

Highland Capital Brokerage

Producer's Choice Network

TruChoice Financial Group
(The Annuity Store)

INSURANCE Quick Links

Highland Capital Brokerage

 

INSURANCE Quick Links

Producer's Choice Network

 

INSURANCE Quick Links

TruChoice Financial Group
(The Annuity Store)

 

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