Vision: New Account Setup

New Account Setup -

GLOBAL PRIME INVESTORS FUNDS

Choose a suitability form.

NOTE:

Best Financial Services requires suitability information for each shareholder before an account is opened. Completed suitability information must be submitted to Best Financial Services via fax along with the account application. Choose the appropriate option for this client.

Contact your broker/dealer for questions regarding these forms. Contact Vision Support if these forms are not from your broker/dealer.


	Best Financial Services Securities Products Suitability form - Use this form for all accounts EXCEPT retirement accounts for registered agents and their affiliates*.

	Best Financial Services Securities Products Suitability form with Institutional Share Class Eligibility form - Use this form ONLY for retirement accounts for registered agents and their affiliates*.

	Institutional Share Class Eligibility form - Use this form when suitability information has been completed using the paper form for a retirement account for registered agents and their affiliates*.

	Suitability information has been completed using the paper form - Choosing this option bypasses the Vision Suitability form.

* Spouse, ascendant, descendant, descendant's spouse, sibling, sibling's spouse.

Contact Best Financial Sales Support at 1-800-435-4112 with any questions.