Instructions:
Step 1 : Complete, sign and date the (1) Foxhall Capital Investment Management Agreement below. Give each new client a copy of the (2) Foxhall Capital Client Privacy Notice and (3) the Foxhall Capital ADV Part II.
Step 2: Complete, sign and date all of the Insurance Company Forms like the Investment Advisor Declaration and any Fee Authorization Forms required for each Variable Annuity or VUL the client would like to have managed by Foxhall Capital Management.
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- Jefferson National Investment Advisor Authorization
- Nationwide marketFLEX VA Investment Advisor Declaration Form
- Security Benefit Advisor Design Investment Advisor Authorization
- Allianz Third Party Authorization & Management Fee Agreement
- Western Reserve Life Third-Party Investment Advisor VA-VUL Form
- AXA Third Party RIA Authorization Form
