Please select the date in which you attest to reviewing the policies and procedures manual. https://5swpwytyic2l.cdn.shift8web.com/wp-content/uploads/2021/03/Compliance-Manual-3.9.21.pdf
Please select the date in which you attest to reviewing the Business Continuity & Disaster Plan. https://5swpwytyic2l.cdn.shift8web.com/wp-content/uploads/2021/04/Business-Continuity-Plan-4.1.21.pdf
Please select the date in which you attest to reviewing the Code of Ethics. https://5swpwytyic2l.cdn.shift8web.com/wp-content/uploads/2020/08/Code-of-Ethics-8.17.20.pdf
MUST UPLOAD COMPLETED WORKSHEET & STATEMENTS Please complete the worksheet that can be downloaded through the link below. Both the worksheet and accompanying statements must be uploaded. https://www.brookstonefinancial.com/wp-content/uploads/2020/08/Annual-Holdings-Template.pdf