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What are the documents you provide to me before my account is created?
As a part of your on-boarding process, before your QuietGrowth account is created, we will provide you with the digital copies of the following documents:
- Statement of Advice (SOA)
- Investment Program
- Financial Services Guide
- Client Agreement, and
- Managed Discretionary Account (MDA) Application
Refer to our 'MDA Structure' page for more information.
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