PROSPECTUS REDIRECTION AUTHORIZATION FORM Hanlon Invest

Understanding the Prospectus Redirection Authorization Form for Hanlon Investment

The Prospectus Redirection Authorization Form is a crucial document for investors involved with Hanlon Investment. This form allows investors to redirect their investment prospectus to a different address or email, ensuring they receive important updates and information regarding their investments. It is essential to understand the purpose of this form, as it facilitates effective communication between the investment firm and its clients.

Steps to Complete the Prospectus Redirection Authorization Form

Completing the Prospectus Redirection Authorization Form involves several straightforward steps:

• Begin by downloading the form from the Hanlon Investment website or obtaining a physical copy from your investment advisor.
• Fill in your personal information, including your name, address, and account number, to ensure accurate processing.
• Specify the new address or email where you wish to receive your prospectus.
• Sign and date the form to validate your request.
• Submit the completed form according to the instructions provided, either online or via mail.

Legal Use of the Prospectus Redirection Authorization Form

The Prospectus Redirection Authorization Form is legally binding, meaning that once signed, it authorizes Hanlon Investment to redirect your prospectus as specified. This form must comply with relevant regulations governing investment communications. Understanding its legal implications is vital for ensuring that your investment information remains secure and up-to-date.

Obtaining the Prospectus Redirection Authorization Form

To obtain the Prospectus Redirection Authorization Form, investors can visit the Hanlon Investment website, where the form is typically available for download. Alternatively, clients may request a physical copy directly from their investment advisor or customer service representatives. Ensuring you have the most current version of the form is important for compliance and accuracy.

Key Elements of the Prospectus Redirection Authorization Form

Several key elements are essential to the Prospectus Redirection Authorization Form:

• Personal Information: This section requires your name, contact details, and account number.
• New Address or Email: Clearly indicate where you want your prospectus sent.
• Signature: Your signature is necessary to authorize the changes.
• Date: Including the date ensures that the request is processed in a timely manner.

Examples of Using the Prospectus Redirection Authorization Form

Investors might use the Prospectus Redirection Authorization Form in various scenarios, such as:

• Changing their primary residence and needing to update their mailing address.
• Transitioning to paperless communication and opting to receive digital copies of their prospectus.
• Updating their contact information to ensure they receive timely notifications regarding their investments.