An investment policy questionnaire is intended to assist in determining your willingness and capacity to take on market volatility during the years in which you are accumulating assets, as well as those years in which you are taking distributions from your portfolio.



880 CARILLON PARKWAY // ST. PETERSBURG, FL 33716 // 800.248.8863

NOT Deposits • NOT Insured by FDIC or any other government agency • NOT GUARANTEED by the bank • Subject to risk and may lose value

The foregoing content reflects the opinions of Raymond James Asset Management Services and is subject to change at any time without notice. Content provided herein is for information purposes only. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Past performance is not a guarantee of future results. All investing involves risk and you may incur a profit or a loss. There is no assurance that any investment strategy will be successful. Asset allocation and diversification does not ensure a profit or protect from a loss.

© 2018 Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC © 2018 Raymond James Financial Services, Inc., Member FINRA/SIPCAMS18-2134195 Expires 05/22/2019 18-AMS-1729_Client KF 5/18